CRMNEXT enables a digital platform empowered with AI driven digital journeys and processes that makes managing risk and serving customers immensely rewarding. Insurers can easily manage leads, resolve claims quickly, provide excellent customer serviceand personalize communication with clients in a single platform.
MarketDeveloper V5.1 is the latest generation cloud based SAAS Marketing Automation System. With a unique data loader it’s a complete and easily integrated. No matter how complex your marketing, you can create, manage and deliver campaigns across all channels – mail, phone, email and SMS in one clean, clear, single view.
Metadata provides CRM for the Real Estate Industry that is Real Estate CRM Software which is Best Real Estate Project Management Software for real estate professionals
CRM Application for Fashion & Luxury MarketSB Soft
CRM 4 Fashion is a suite of products built into Microsoft Dynamics CRM 2013.
The applications cover the following areas:
-CRM in store
-Social Sentiment Analysis
-Digital Marketing (massive email campaign)
-Business Intelligence & Big Data
For more information about this product info[@]sbsoft.it
CRMNEXT enables a digital platform empowered with AI driven digital journeys and processes that makes managing risk and serving customers immensely rewarding. Insurers can easily manage leads, resolve claims quickly, provide excellent customer serviceand personalize communication with clients in a single platform.
MarketDeveloper V5.1 is the latest generation cloud based SAAS Marketing Automation System. With a unique data loader it’s a complete and easily integrated. No matter how complex your marketing, you can create, manage and deliver campaigns across all channels – mail, phone, email and SMS in one clean, clear, single view.
Metadata provides CRM for the Real Estate Industry that is Real Estate CRM Software which is Best Real Estate Project Management Software for real estate professionals
CRM Application for Fashion & Luxury MarketSB Soft
CRM 4 Fashion is a suite of products built into Microsoft Dynamics CRM 2013.
The applications cover the following areas:
-CRM in store
-Social Sentiment Analysis
-Digital Marketing (massive email campaign)
-Business Intelligence & Big Data
For more information about this product info[@]sbsoft.it
Salescamp offers cloud base sales CRM software solution to manage sales reporting, management, marketing, improve customer relationships and more. Salescamp CRM offers customization as a result you can build CRM as per your needs.
It has the following features:
1.Lead Management
2.Sales Reporting
3.Call & SMS
4.Email Sync
5.Easy Customization
6.Deal Pipeline
7.Activities and Goals
8.Integration
https://www.salescamp.app/
Nurture Your Leads by Lead Management SoftwareJame Watson
This is not necessary that all the leads which you are getting from various sources are sales – ready. Normally you get sales from 50 % leads only. If you think that your sales team will convince lead by too much talking with them, you are completely wrong. If you really want to get good sales, you will have to take some right steps for nurturing these leads properly. The use of lead management software of Enterprise Lead is one of these worthwhile steps.
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
Kapture CRM Real Estate Management Software optimally combines Real estate CRM tools for your business. It manages your leads, managing multiple online and offline campaigns and client communications. Get the CRM Software for real estate
Highly efficient & feature rich lead management & helpdesk software that manages all your customer interactions. Monitor at each stage of lead or complaint to get happy customers.
How to Boost Profits with Supply Chain Management SoftwareIES
It’s safe to say that the supply chain affects everyone in your business. A break in the chain can negatively affect order shipment, sales, billing, distributors, and more. Microsoft Dynamics has developed a way for companies to manage the supply chain more effectively and provide a long-term boost for your business model.
Here are some specific ways that supply chain management software can help your bottom line.
iSEEit Opportunity Manager on salesforce.comRizan Flenner
iSEEit is the #1 Opportunity Management app for complex B2B sales. It will allow sales teams to better qualify and drive your deals to closure and give sales manager the visibility and insight to deliver on an accurate forecast. iSEEit is available as native salesforce app.
StrategicERP is into the business of developing
ERP solutions specially design for Real Estate
And Infrastructure Industries.
StrategicERP is a web based application built
by IITians on proprietary J2FX framework .
It is a single window solution to automate all
the business transactions, it ensures optimum resource utilization and business process management to keep in pace with the times.
MetaOption LLC help companies around the world to reduce the stress associated with deploying Dynamics CRM solutions by applying their expertise in evaluating, installing, customizing and integrating complex CRM solutions.
Dynamic 365 for Financials formerly known as project Madeira shed light on the financial part of an organization. This solution is introduced in the newly developed Dynamic 365 family for the small to mid-sized organization.
http://prettydarngood.com/ , Microsoft Dynamic CRM demo by PDG Consultants, Microsoft Dynamic CRM specialists. As Microsoft Certified Professionals in Microsoft SQL Server, Microsoft Dynamics CRM, and Microsoft Dynamics GP we have upgraded and integrated many ERP systems with CRM systems.
Sales Force Automation
Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.
There is a pervasive need for business to modernize the customer experience, act faster, automate processes, mobilize operations and optimize a supply chain. Digital Business Platform is the answer to today’s rising customer expectations and rapid technology innovations
Salescamp offers cloud base sales CRM software solution to manage sales reporting, management, marketing, improve customer relationships and more. Salescamp CRM offers customization as a result you can build CRM as per your needs.
It has the following features:
1.Lead Management
2.Sales Reporting
3.Call & SMS
4.Email Sync
5.Easy Customization
6.Deal Pipeline
7.Activities and Goals
8.Integration
https://www.salescamp.app/
Nurture Your Leads by Lead Management SoftwareJame Watson
This is not necessary that all the leads which you are getting from various sources are sales – ready. Normally you get sales from 50 % leads only. If you think that your sales team will convince lead by too much talking with them, you are completely wrong. If you really want to get good sales, you will have to take some right steps for nurturing these leads properly. The use of lead management software of Enterprise Lead is one of these worthwhile steps.
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
Kapture CRM Real Estate Management Software optimally combines Real estate CRM tools for your business. It manages your leads, managing multiple online and offline campaigns and client communications. Get the CRM Software for real estate
Highly efficient & feature rich lead management & helpdesk software that manages all your customer interactions. Monitor at each stage of lead or complaint to get happy customers.
How to Boost Profits with Supply Chain Management SoftwareIES
It’s safe to say that the supply chain affects everyone in your business. A break in the chain can negatively affect order shipment, sales, billing, distributors, and more. Microsoft Dynamics has developed a way for companies to manage the supply chain more effectively and provide a long-term boost for your business model.
Here are some specific ways that supply chain management software can help your bottom line.
iSEEit Opportunity Manager on salesforce.comRizan Flenner
iSEEit is the #1 Opportunity Management app for complex B2B sales. It will allow sales teams to better qualify and drive your deals to closure and give sales manager the visibility and insight to deliver on an accurate forecast. iSEEit is available as native salesforce app.
StrategicERP is into the business of developing
ERP solutions specially design for Real Estate
And Infrastructure Industries.
StrategicERP is a web based application built
by IITians on proprietary J2FX framework .
It is a single window solution to automate all
the business transactions, it ensures optimum resource utilization and business process management to keep in pace with the times.
MetaOption LLC help companies around the world to reduce the stress associated with deploying Dynamics CRM solutions by applying their expertise in evaluating, installing, customizing and integrating complex CRM solutions.
Dynamic 365 for Financials formerly known as project Madeira shed light on the financial part of an organization. This solution is introduced in the newly developed Dynamic 365 family for the small to mid-sized organization.
http://prettydarngood.com/ , Microsoft Dynamic CRM demo by PDG Consultants, Microsoft Dynamic CRM specialists. As Microsoft Certified Professionals in Microsoft SQL Server, Microsoft Dynamics CRM, and Microsoft Dynamics GP we have upgraded and integrated many ERP systems with CRM systems.
Sales Force Automation
Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.
There is a pervasive need for business to modernize the customer experience, act faster, automate processes, mobilize operations and optimize a supply chain. Digital Business Platform is the answer to today’s rising customer expectations and rapid technology innovations
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Schwettmann Technologies is a global solutions provider. Are devoted to putting great ideas into action, whether you are interested in Microsoft cloud solutions or wish to transform into a digital leader.
We understand what brands require: a unified approach, adaptable technology, and global information. We’ve been assisting major brands, producers, and retailers in accomplishing their goals. Schwettmann Technologies, headquartered in Germany, is the leading organization with consulting experience in Microsoft Dynamics 365 and digital transform
An Anatomy of a Digital Audit (Digital Marketing Audit)Tim Bourgeois
Digital operations are complex and sprawling ecosystems that have grown disproportionately over the past decade. To ensure digital investments are optimized, companies are increasingly turning to digital audits to assess digital performance. This presentation summarizes key themes and takeaways from the "Anatomy of a Digital Audit" workshop at the Gilbane Conference by Tim Bourgeois, digital strategist at East Coast Catalyst.
At Gunaatita, we are a trusted Microsoft BizSpark startup end-to-end Software solutions & Web development Company that provides excellent services in Enterprise mobility solutions, Software product engineering, Content Management System, CRM and Mobile applications using Java & .Net Technologies. We are committed to provide great value to our customers as a trusted offshore partner with our experience and expertise in cutting edge technology and highly process oriented execution.
Our main services include:
. Website Design and Development
. Enterprise Portal Development
. Mobile App Development (Android)
. E-commerce Solutions
. Service API development
MarketView Marketing Database Platform | Data Services, Inc.Data Services, Inc.
Data Services' MarketView Data Management & Analytics Platform provides direct & data-driven marketers with a 360 degree view of their US & int'l marketing databases with advanced tools for database segmentation, customer/data analytics, data visualization, business intelligence, campaign management, cross-product analysis, marketing channel affinity reporting as well as a seamless connection to Data Services DSIemail Broadcasting Platform as well as integration with 3rd party platforms for CRM, ESP, eCommerce, Marketing Automation and more, all in a seamless online platform requiring no software or application to download.
UNIDATA Consulting is a team of the experts with
more than 10 years of experience in Data Science,
Machine Learning and Analytics.
In our assets tens of successfully completed projects.
We never rest on the laurels and constantly expand
for you range of services and improve our tools.
Operationalizing Customer Analytics with Azure and Power BICCG
Many organizations fail to realize the value of data science teams because they are not effectively translating the analytic findings produced by these teams into quantifiable business results. This webinar demonstrates how to visualize analytic models like churn and turn their output into action. Senior Business Solution Architect, Mike Druta, presents methods for operationalizing analytic models produced by data science teams into a repeatable process that can be automated and applied continuously using Azure.
Marketing and CRM are shifting from classic campaign management to an engagement-focused initiative, making it a multi-touchpoint and cross-functional challenge. Learn how to become super-efficient and generate engagement uplifts north of 100% with Nexus' Managing Director Nils Weber.
Bridging the gap between digital and relationship marketing - DMA 2013 Though...Lars Crama
Bridging the Gap Between Digital and Relationship Marketing: The Next Big Thing for Data-Driven Marketers. Presentation by Selligent and 2organize at DMA2013 in Chicago
How Santander UK Accelerates Digital Initiatives by Mastering Customer DataTamrMarketing
Jonathan Holman, Head of Digital Transformation at Santander, discusses the initiatives he’s leading in partnership with his award-winning team to accelerate digital transformation at Santander.
https://www.tamr.com/santander
Addiko Bank Digital Transformation Experience - Microsoft Sinergija 18Vladimir Ljubibratic
Addiko Bank Digital Transformation Experience drive with Microsoft Dynamics 365 platform to achieve better customer engagement, employee productivity and transform operations and products.
Soluzione is a Microsoft Gold Partner with deep expertise in Microsoft Dynamics CRM. A leading provider of professional technology services, specializing in CRM Consulting, Enterprise Applications, Cloud Applications, and Testing. We provide Technology implementation, Development services, IT consulting across the world.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
SAP Sapphire 2024 - ASUG301 building better apps with SAP Fiori.pdfPeter Spielvogel
Building better applications for business users with SAP Fiori.
• What is SAP Fiori and why it matters to you
• How a better user experience drives measurable business benefits
• How to get started with SAP Fiori today
• How SAP Fiori elements accelerates application development
• How SAP Build Code includes SAP Fiori tools and other generative artificial intelligence capabilities
• How SAP Fiori paves the way for using AI in SAP apps
Le nuove frontiere dell'AI nell'RPA con UiPath Autopilot™UiPathCommunity
In questo evento online gratuito, organizzato dalla Community Italiana di UiPath, potrai esplorare le nuove funzionalità di Autopilot, il tool che integra l'Intelligenza Artificiale nei processi di sviluppo e utilizzo delle Automazioni.
📕 Vedremo insieme alcuni esempi dell'utilizzo di Autopilot in diversi tool della Suite UiPath:
Autopilot per Studio Web
Autopilot per Studio
Autopilot per Apps
Clipboard AI
GenAI applicata alla Document Understanding
👨🏫👨💻 Speakers:
Stefano Negro, UiPath MVPx3, RPA Tech Lead @ BSP Consultant
Flavio Martinelli, UiPath MVP 2023, Technical Account Manager @UiPath
Andrei Tasca, RPA Solutions Team Lead @NTT Data
Welcome to the first live UiPath Community Day Dubai! Join us for this unique occasion to meet our local and global UiPath Community and leaders. You will get a full view of the MEA region's automation landscape and the AI Powered automation technology capabilities of UiPath. Also, hosted by our local partners Marc Ellis, you will enjoy a half-day packed with industry insights and automation peers networking.
📕 Curious on our agenda? Wait no more!
10:00 Welcome note - UiPath Community in Dubai
Lovely Sinha, UiPath Community Chapter Leader, UiPath MVPx3, Hyper-automation Consultant, First Abu Dhabi Bank
10:20 A UiPath cross-region MEA overview
Ashraf El Zarka, VP and Managing Director MEA, UiPath
10:35: Customer Success Journey
Deepthi Deepak, Head of Intelligent Automation CoE, First Abu Dhabi Bank
11:15 The UiPath approach to GenAI with our three principles: improve accuracy, supercharge productivity, and automate more
Boris Krumrey, Global VP, Automation Innovation, UiPath
12:15 To discover how Marc Ellis leverages tech-driven solutions in recruitment and managed services.
Brendan Lingam, Director of Sales and Business Development, Marc Ellis
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Generative AI Deep Dive: Advancing from Proof of Concept to ProductionAggregage
Join Maher Hanafi, VP of Engineering at Betterworks, in this new session where he'll share a practical framework to transform Gen AI prototypes into impactful products! He'll delve into the complexities of data collection and management, model selection and optimization, and ensuring security, scalability, and responsible use.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf
Insurance executive briefing 08052014
1. Our expertise. Your potential.
Pythagoras & Cisilion
Insurance Executive Briefing
8th May 2014, London
Andy Cowdrill - Sector Manager
Richard Bowes – Microsoft Solution Director
Paul Bartram – Head of Pre-Sales
3. About Pythagoras
Add image
80 Strong
team
Delivering
solutions
across the
stack
Offices across
the UK and
Europe
Accelerators
Insurance
Sector Team
Integration
experience
Delivering strategic solutions across the Microsoft technology stack (Microsoft Dynamics CRM,
SharePoint, Office 365 and Yammer) to leading Insurance organisations throughout the UK.
12. Peter
Head of Communications
“I can quickly create and manage targeted
campaigns, track responses and create follow
up activities for identified business
opportunities”
Campaign Management
13. Newsletter
Sent to prospective
Brokerage Contact
New Brokerage
reads email and
looksat our website
Completes
Contact usform
Automatic reply
Email Sent
Value
Above X
BDM Support
Calls/Sends info and
records updates
Add to Marketing
List(s)
Generate Emails
For
Events/Updates
Information
Recieved
Registers for
event(s)
Automatic
confirmation
Email Sent
Prior Event
communications
Emails/SMS
Information
Recieved
Attends
Event
Automatic
thank you
Email Sent
Add to Marketing
List(s)
Next relevant
Event(s)
Scenario 1: Broker/Client on-boarding journey
14.
15. Peter
Head of Communications
“I can quickly create and manage targeted
campaigns, track responses and create follow
up activities for identified business
opportunities”
In summary...
Segmentation, Marketing Spend, Delivery
- Ability to quickly and easily build effective campaigns
- Seamlessly segment client data
- Improve targeting capabilities
- Enhance client profiling (KYC)
- Confidently track communications to and from client
Campaign Management
16. Richard
Business Development Manager
“My dashboard allows me to identify open
opportunities and evaluate the team goals.
With a full 360 degree view of companies
and contacts I can easily identify other
opportunities.”
Broker Development Management
17. Value
Above X
BDM Support
Calls/Sends info and
records updates
Scenario 1: Business Development Managers journey
Review/
next contact
Due
Appointment
Scheduled
Broker
Callsto Reschedule
appointment
BDM Notified
BDM
Researches
Brokerage/Broker
Call to
Confirm
Automatic
confirmation
Email Sent
Attends
Records
Outcome(s)
Opportunity
Created/
Record updated
18.
19. Richard
Business Development Manager
“My dashboard allows me to identify open
opportunities and evaluate the team goals.
With a full 360 degree view of companies
and contacts I can easily identify other
opportunities.”
In summary...
Analysing, Tracking, Engaging
- Increased efficiency and productivity of field based employees
- Improved face to face interactions between brokers and clients
- “On the move” activity logging
- Timely access to data anytime, anywhere, anyhow
Broker Development Management
20. Claire
Management Information
“My dashboard allows me to identify open, won
and progress opportunities and see what my
BDM’s doing, so that I can assist them to close
deals.
With the integrated portal and knowledge base
this ensures our team respond in a timely and
effective manner.”
Management Information
21.
22. Claire
Management Information
“My dashboard allows me to identify open,
closed and breached service cases and show
complaint lists.
With the integrated portal and knowledge base
this ensures our team respond in a timely and
effective manner.”
In summary...
Efficiency, Compliance, Resolution
- Single view of all client complaint cases and next actions
- Understanding of client value against case
- Seamless generation of FSA ready reports
- Effective case workload management and monitoring
- Full management audit capability and SLA’s
Management Information
23. - Increased efficiency and productivity
of field based employees
- Improved face to face interactions
between brokers and clients
- “On the move” activity logging
- Timely access to data anytime,
anywhere, anyhow
- Ability to quickly and easily build
effective campaigns
- Seamlessly segment client data
- Improve targeting capabilities
- Enhance client profiling (KYC)
- Confidently track communications
- Single view of all cases and actions
- Understanding of client value
against case
- Seamless generation of FSA ready
reports
- Full management audit capability
and SLA’s
Head of Communications Sales Manager Management Information
25. • Monitor and track key
words from across social
media within Microsoft
Dynamics CRM
• Full sentiment analysis and
brand presence
Microsoft Social Listening
• Full case management
including social media
integration
Microsoft Dynamics Service
(Parature)
• Full end to end marketing
campaign management
Microsoft Dynamics Marketing
Dynamics CRM Roadmap