Customer Relation Management System - Microsoft Dynamics CRM the key to managing your customers
Business Need:Customer Service, CRM, Data Analytics, Reporting, Business Intelligence (BI), Sales Pipeline, Lead Management
Works With:Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0, Microsoft Office Outlook 2007
Industry Focus:Financial Services
Why Microsoft CRM?
Microsoft Dynamics CRM easily adapts to each company’s unique needs, it has powerful event-driven workflow capabilities drive consistent process execution across the organization and powerful reporting and analytics based on Microsoft Excel and Server reporting services giving real-time visibility into every business process and customer interaction. Microsoft Dynamics CRM comes bundled up as three modules which address customer issues, the sales process as well as the marketing aspect all giving a different angle of the customer.
Fintech over 18 years tailored its various solutions to suit the financial sector. With this experience Fintech has taken Microsoft Dynamics CRM and integrated
data from the various systems to ensure that the CRM is the one stop shop for the Customer Service, Sales and Marketing departments by providing data useful only to the respective teams. By so doing Fintech is able to offer a consolidated package which will enhance on customer focus.
Fintech Customized Modules for Financial Institutions
In addition standard modules service module, sales module and marketing module, Fintech is able to customize and to integrate data from various applications through using additional modules irrespective of the source. These applications would be the core banking application, card management, excel sheets, and any other applications. These modules are but are not limited to:
This would mainly contain customer specific information such as the customer name, address, location, relations and contacts in general. Within this module there link to each one of the other modules such that you can view the account details, card information, loans and cases or requests that reference this customer.
Would contain account specific information such as: account number, branch, balances, transaction details, type of account minimum balances, date
account was opened and any other information that would be relevant to the CRM user.
This would contain 2 modules, one for debit cards and the other for credit card specific information.
This module is used to reference loans that your customers have and their repayment amounts as well as other loan details.
We also offer integrated solutions to your CTI and SMS systems to enhance communication between your customers and the business.
Customer Relation Management System - Microsoft Dynamics CRM the key to managing your customers has not been reviewed by any customers.
The views and opinions submitted and expressed here are not those of Microsoft.