CRM design and delivery by in2sol software development and integration with partners AL-Rehman Technologies

1. CRMCRM

2. 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

3. CRMCRM
For 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.

4. CRMCRM
FOR FINANCIAL SERVICES
key 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

5. 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)

6. OUR MAIN CUSTOMERSOUR MAIN CUSTOMERS

7. CONTACT INFOCONTACT INFO
Riyadh - 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
.

8. THANKTHANK
YOUYOU