DYONYS A2P
	Central File
	CRM for Banking
	CRM for Funds Management
	Details Key points Microsoft CRM Documentation MS CRM
	Le Partenaire Technologique 59, route des Jeunes 1227 Genève Tel: +41(0) 228 270 270

DYONYS CRM for Funds Management

Automate your product management   Respect your work habits Have a full and coherent vision of your products Get a specialized tool for product management

DYONYS CRM For Funds Management is an implementation of Microsoft Dynamics™ CRM 4.0 specializing in the management of banking products. It allows you to easily manage all your information about your products, institutions and individuals who produce or sell, directly from Outlook or your web browser. Powerful and reliable solution, DYONYS CRM for Funds Management allows you to develop your products and better satisfy your customers. Carved for implementation and cost control, DYONYS CRM For Funds Management adapts quickly to the specifics of your business.

Functionalities

Management of banking entities Institutions Contacts Products (internal and external) Relations Leads Opportunities ... Complete view of institutions Visualization consolidated of entities and their staff Information about the institution History of contacts, activities, … Follow-up to the Correspondence ... Visualization of people Data on people Current Operations Contacts, appointments, tasks, ... Notes, Document, .. Request service Purchase order/products ... Management of internal and external products (funds, …) Product data Classes, Series, Nav, ... Documentation Suite of activity ... Integration with existing systems Marketing Management Marketing Campaigns Invitations to events Automatic responses Cost analysis and results Management of sales and marketing Direct integration into Outlook Access to all features from Outlook Integration appointments in the calendar Notes, reminders, alarms, appointments synchronized natively Followed by an email in CRM from Outlook Automatic tracking of emails tracked in CRM ... Native integration with Microsoft Office Management of documents related to CRM Workflow Predefined process available Configurable workflow engine through a web designer Optimized Reporting Standard reports Custom Reports Respects the work habits of users All actions can be done from Outlook Fits to the operation of the company Easy to use Implementation Scalable and adaptable solution to client needs Fully integrated with the Microsoft environment, the solution is easily deployed in your environment