Sales

Opportunity management	Converts leads into opportunities and monitors the sales cycle with customizable work rules, including opportunity allocation according to territories.
Sales process management	Use customizable workflow rules and selling methodologies to ensure opportunities are tracked and closed consistently and efficiently.
Fax integration	Increase productivity within your company by enabling your employees to create, send, and receive faxes right from their desktop.
Sales force management	Measure employee sales performance and credit opportunities against a salesperson’s quota as they are closed.
Sales literature	Create, manage, and distribute sales and marketing materials, including brochures, white papers, competitor information, and more...

Marketing

E-mail management	Higher efficiency and productivity thanks to multi-criteria customer targeting and to the use of models for mass mailing of personalized messages.
Marketing campaigns	Marketing campaign planning according to allocated budgets and execution costs, promotion codes, target products and marketing documentation.
List Creation	List creation and management for specific or future marketing campaigns. List creation based on existing customer information or following input into the central base, of contacts coming from different external sources.
Qualify lists	Query lists to locate accounts that meet specific criteria.
Campaign templates	Create a campaign and re-use it as a template for future campaigns.
Campaign execution	Track campaign activities, import leads, convert leads to opportunities, view cost and performance data, and more.
Track marketing information	View campaign performance reports; assess campaign success based on opportunities, cost versus payoff, and other criteria; and analyze marketing results.

Customer Service

Complete view of customer information	View all customer information to better understand specific customer needs and answer account-related questions.
Case management	Create, assign, and manage customer service requests for each case from a central location.
Automated routing and queuing	Use customizable workflow rules to automatically route service requests.
Auto-response e-mail	Use customizable templates and workflow rules to generate and send auto-response e-mails to customer requests.
E-mail management	Maintain an accurate record of customer communications with automated tracking of customer e-mails that associates e-mails with appropriate customer records.
Searchable knowledge base	Publish support articles and other relevant support information to a searchable knowledge base.

Management information system CRM-MIS

Aggregations

Aggregates and amounts on positions Day – 1 and Year to Date :

Cash Flow - Debits and Credits.
Assets, Incomes, Costs.
Commissions, Retrocession’s.
Positions by categories and sub categories.
Movements by categories and sub categories.

History

End of month situations. Specific’s situations on date’s intervals :

Reference frame Customer
Follow-up of Legal documentation
Positions (Accounts Securities, Contracts)
Movements (Accounts Securities, Contracts)

Reporting

Multi money reporting on aggregates, positions and movements by :

Country
Markets
Products
Organization
Client Category
Sub Category
Profile
Expectation
Profitability
Complience Fieds

The value of a CRM solution depends greatly on its adoption by the sales, marketing and customer service teams.

After a short training, your users will be able to benefit from all functionalities and advantages of the Microsoft Dynamics CRM Professional solution. Moreover, with a simple installation and administration, a transparent integration in the information system, high levels of reliability, development and safety, Microsoft Dynamics CRM Professional allows your company to gain in efficiency, control its costs and accelerate the return on investment of the CRM application.