CRMCRM

CRMCRM

• Marketing: A clearer view of customers and more informed marketing investments

• Sales: Get more leads and close more business

• Customer service: Provide more value to customers

• Fits your people

• Fits your business

• Fits your environment

CRMCRMFor Financial Services

• Identify your best, most valuable clients.

• Uncover and pro-actively respond to unfilled client needs, especially when they’re hidden across accounts or touch-points.

• Determine service-oriented ways to up-sell and cross-sell.

• Deploy more effective, targeted sales and marketing efforts to grow your base of loyal, profitable clients.

CRMCRMFOR FINANCIAL SERVICESkey features of Microsoft dynamics for financial services organizations

• Account & Holding Portfolio Management

• Account Transactions 

• Agreement Management

• Alerts: Scheduled & Real-Time Alerts 

• Call List Management

• Call Planning

• Company & Contact Management 

• Deal Management

• Household / Group Management 

• Multi-Currency Support

• Multi-Language

•  Multi-Tenancy / Multi-Organization

• Offline Support 

•  Rules-Based Forms 

OUR PARTNERSHIPOUR PARTNERSHIP

Partnership between companies makes it easy to do what ever your customer is looking for as we say in Saudi Arabia: “One hand can’t clap”.

Therefore, we have a very valuable partnership with very big IT companies such as:

•Microsoft

•Google

•Gateway TechnoLabs

•AL-Rehman Technologies (ART)

OUR MAIN CUSTOMERSOUR MAIN CUSTOMERS

CONTACT INFOCONTACT INFORiyadh - Olaya Street - Al Andalus Center

Unit 7 - Second Floor - Office No. 3

Tel: 966 11 4609290

Fax: 966 11 2153430

www.in2sol.com

Or contact:

Mr. Abdullah Al Barakati

General Manager abdullahb@in2sol.com

0550522221

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THANK THANK YOU YOU