It is one of the most highly spoken of software in the IT Industry and has shaped the future of many companies across the world.
It is the Microsoft Dynamics CRM, the software which has added an altogether new dimension to Sales, Marketing and Service. Apart from professionals working in these 3 domains, does the software hold anything for anybody else? It does! There are capabilities for wealth advisors and wealth management firms. As a matter of fact, there is plenty of stuff for Finance professionals in general.
One of the finest Microsoft Dynamics ERP Solutions ever, the software enables companies functioning in this domain to manage clients effectively and streamline business operations and portfolios in order to nurture client relationships. All in all, those into Finance have the time of their lives working on this solution and customizing it to suit their business requirements.
1. Companies get a holistic view of client information. They get to view the entire picture from a global perspective and also get a chance to go deeper in terms of product, service details and historical client interactions. Clients get segmented on the basis of individuals, families and organizations and have their actively managed portfolio accounts looked into from close quarters. The software integrates sales, marketing and service such that portfolio managers, account managers and financial advisors get an overall view of all inbound and outbound client touches.
2. Finance based companies get to leverage the power of this platform in the sense that operational efficiencies go up manifold, cross team collaboration gets simplified, important information related to client relationships gets managed and more under a single unified system. Companies can leverage their existing investments in Microsoft technologies with tight integrations of Microsoft Outlook, Excel, Word and SharePoint. The software facilitates the implementation of client management workflows that help eliminate time consuming administrative tasks. The software is so flexible that it can be accessed within Microsoft Outlook.
3. One of the premier Microsoft Dynamics ERP Solutions, Microsoft Dynamics CRM helps manage clients in such a way that the kind of service delivered to them is always found as satisfactory. The software helps finance based companies manage external client relationships with legal counsel, advisors and accountants alike. It also helps manage legal instruments and other sub related documents.
Finally, its auditing and field level security features augur well for regulatory compliance and client information policy.
4. The Dynamics CRM by Microsoft for Finance professionals helps streamline portfolios, along with real time integration with 3rd party portfolio management systems. Companies operating in the finance domain get to view dashboard summary of necessary portfolios along with other things such as asset allocation. With an overall view of each customer's portfolio right in front of them, they are in a better position to take wise decisions especially in times of crunch situations.
Source : articlesbase.com
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