Dynamics 365 for Funds Management

Data-driven technology for customer engagement

Customer expectations are evolving, invest in a smart digital solution

Dynamics 365 for Fund Management is a leading CRM chosen by CEO’s and COO’s selecting a cloud-based system to support their entire sales process, marketing and business development teams. Fund Managers can now gain a competitive advantage with access to real-time customer insights and business data that enables smarter business decision-making. Learn how your organisation can leverage a our data driven technology providing a 360 degree view of the customer to achieve greater results. Read the ebook: How Funds Management Companies Can Boost Sales through Digital Transformation, review the product brochure, watch the webinarbook a team demo, or for any questions email info@artisgroup.com.au or call 1300 799 879.

Sales CRM Built for the Funds Management Industry

Dynamics 365 for Funds Management is a low-risk/high security cloud-based CRM, marketing and business operations platform includes a data import function that pulls in financial data from the leading funds management platforms to provide real-time insights for faster decision-making and a improved customer experience.

Learn how funds management companies can boost sales through digital transformation – download the free ebook at the link below.

Download free ebook

Works Across Multiple Devices

The solution uses the foundation of Microsoft Dynamics 365 Online (sales module). This enables access to customer data from anywhere, anytime, on any type of device – using any browser, as well as Outlook.

Since Microsoft Dynamics 365 seamlessly integrates with Microsoft Outlook, users can simultaneously login to both systems upon Outlook login, with the ability to create new customer records and interactions with just a few clicks.

Dynamics 365 Sales for Funds Management includes:

  • Microsoft Dynamics 365 Online – for integrated sales process, including leads, opportunities, quotes, orders, as well as customer data management, and ad-hoc and defined reports
  • Microsoft Dynamics Outlook Client – integration between Microsoft Dynamics 365 and Outlook for leads, opportunities, contacts and scheduling
  • Microsoft Dynamics CRM for Phones and Tablets – mobile client, including synchronised content and offline capability
  • Microsoft Power BI – reporting and self-service business intelligence tool
  • Microsoft Dynamics 365 LinkedIn Sales Navigator Integration – adds the power of the world’s largest professional network to your CRM for smarter leads prospecting

Plus, there are other add-ons like Click Dimensions for marketing automation, social engagement solutions and customer service solutions.

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