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DYONYS CRM for Funds Management
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Optimize your product management
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Thanks to DYONYS CRM for Funds Management,
you have a complete view of all institutions,
of your contacts in these companies, relationships between companies,
products managed by these companies, documents relating,…You simply manage your relationships with institutions
(suppliers and customers) and instantly go to all the ongoing relationship with these companies.
DYONYS CRM for Funds Management lets you manage all your contacts in the institutions and all of your interaction with these people, whatever their nature (work, phone contact, email, fax, visit, ...). All these activities are historical, which offers an important traceability of your trade. The power of CRM, you can have, in addition to the sight of these contacts, a consolidated view of all your exchanges with their respective institutions.
Thanks to DOYNYS CRM for Funds Management, you manage directly all the products of these institutions. You have in one place, all the information on these products, whether general, legal, whether the documentation or the history of your activities on these products. You instant access to information of institutions and people who manage these products. You also have a view of the various classes, and NAV series of these products and their distribution in your own products. You manage the same way your own products and their distribution to your partners. You write all your activities and dissemination of your products.
Real central point of access to your information, DYONYS CRM for Funds Management allows you to integrate your data sources and applications of existing and readily available in one place, of all the information necessary for the performance of your business.
With
DYONYS CRM for Funds Management
you keep your work habits. Directly from Outlook, you can access all information on the CRM.
The emails are automatically associated with CRM, your appointments and tasks are linked with the CRM without any manipulation.
Your contacts are naturally available in Outlook.
The use of CRM becomes a natural and transparent, which greatly facilitates its acceptance.
DYONYS CRM for Funds Management allows you to track your competitors, their products and associated documentation, and manage their strengths and weaknesses. Its customizable reporting features and integration with Excel allow you to perform advanced analysis and optimize your business.
For each entity, you can create your workflow to ensure that your procedures.
DYONYS CRM for Funds Management is also usable from a mobile device (PDA), a laptop offline or access your site security policy permits.
