crm data sheet
TRANSCRIPT
Your Business
in the Cloud?
CRM FOR WEALTH MANAGEMENT
WEALTH MANAGEMENT
DEAL MANAGEMENT
PRIVATE EQUITY MANAGEMENT
PORTFOLIO MANAGEMENT
FEATURE HIGHLIGHT
360° CLIENT VIEW
HOUSEHOLD\GROUP MANAGEMENT
DEAL MANAGEMENT
PORTFOLIO MANAGEMENT
OUTLOOK INTEGRATION
COMPLIANCE & DATA AUDITING
REAL-TIME DASHBOARDS
SALES AUTOMATION WORKFLOWS
MOBILITY
BENEFITS
INCREASED SALES PRODUCTIVITY
SHORTEN SALES CYCLE
TRACK CLIENT HOUSEHOLD & RELATIONSHIPS
IDENTIFY OPPORTUNITIES TO UP & CROSS-SELL
ENSURE HIGHER RATE OF ADOPTION
OFFER SELF-SERVICE CUSTOMER CAPABILITIES
LEVERAGES ALL MS CRM DYNAMICS FEATURES
Business Challenges
Attract: The goal of every organization is to attract the new
customers. This requires developing & deploying strong marketing
and sales processes.
Retain: Identifying within the customer base those who are of
most value to the business & ensuring that emphasis is placed on
retaining their business. This will be achieved through high
standards of service & support with proactive customer contact.
Develop: Existing customers are a valuable source of additional
revenue. Knowledge of their activities & risks provide opportunities
for cross-selling and up-selling.
Provide “high touch” service to
increasingly sophisticated clients
Microsoft Dynamics CRM
Implementation Sales ● Marketing ● Service
Washington DC Muscat Dubai London Mumbai Chennai
Customer Service Sales Management
Business Analytics Marketing
Email : [email protected] Website: www.iotap.com
Intelligent: Track all customer
interactions in one place.
Connected: Connect sales,
marketing & customer service
creating more visibility and
higher productivity.
Familiar: Microsoft’s familiar
user-interface promotes faster
adoption.
IOTAP’s dedication to the highest standards in customer service and solution knowledge has earned us the
distinction of being a Microsoft Gold Certified Partner. Our certified CRM consultants are specialists with years
of experience in the installation, implementation, customization, and support of Microsoft Dynamics CRM.
Our architects provide expert business analysis, advice and training to help your organization get the most
value from your Microsoft Dynamics CRM investment. We follow the industry-leading Microsoft “Sure
Step” methodology to implement best practices in project management.
Our Microsoft Dynamics CRM related services include:
CRM Implementation Services (On Premise or Cloud Based)
CRM 2011 Upgrade
CRM Dynamics Custom Development
Integration with ERP or LOB applications
OUR MICROSOFT DYNAMICS CRM SERVICES
Email : [email protected] Website: www.iotap.com
Washington DC Muscat Dubai London Mumbai Chennai