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.
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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.Download Product Sheet