We provide broker CRM systems that are built on the Microsoft Dynamics CRM 3.0 platform. Some of the key features and functionality are summarised below.

Sales

• Create a single view of each customer, showing all their products and all their interactions with your Company.
• Capture all your fact find information as a single record and automatically output all the data to Word to create client recommendation reports.
• Manage business with private and corporate clients on a single database, and easily see all the relationships between the people (contacts) and companies (accounts) on your database.
• Manage your sales pipeline, see the revenue opportunity or weighted revenue opportunity by month, by agent and by area of business.
• Analyse your database to identify opportunities and automatically create direct marketing campaigns by phone, fax, letter or email.

Marketing

• Microsoft CRM enables you to run queries to identify clients with common needs; these can be saved to a Marketing List that can be re-used and edited over time.
• Create and activate targeted Marketing Campaigns by phone, fax, letter or email, and manage campaign responses to drive Opportunities.

Product Management

• Manage an extensive range of products across all your areas of business within a Product Matrix that enables you to easily match a product to a clients’ needs. All product underwriting and administration requirements are also stored in the matrix.

Security, Access and Control

• User Roles allow you to easily configure your system to allocate ownership of accounts, and apply permissions for accessing or changing records.
• Sales Executives have complete access to CRM functionality and data while out of the office, and then synchronise when they return.

Integration

• Microsoft CRM provides true integration with Microsoft Outlook, Word and Excel.

Workflow

• Microsoft CRM has in-built workflow functionality to manage all the stages of your sales processes.

Reports

• Microsoft CRM provides an Advanced Find tool for detailed ad hoc reporting.
• Microsoft CRM comes with a suite of reports that includes the following: