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
   Key Points

Your questions How to optimize my relationships with institutions ? How to trace all my exchanges with institutions ? How to improve the creation and dissemination of my funds ? How to implement CRM without reorganizing my company ?

 

DYONYS CRM for Funds Management  enables you to :

• Improve the knowledge of your interlocutors, be they institutions or individuals,

• Have a unique view and consolidated institutions and of all persons in these institutions,

• Manage all relationships with these contacts (data, tasks, appointments, documents, messages, ...),

• Have full traceability and tracking of all your contacts with your contact,

• Perform reporting and data analysis,

• Improve the delivery of your products,

• Realize and measure the results of your marketing campaigns,

• Automate your Workflow,

• Keep your work habits (Outlook, Office, ...). Microsoft CRM adapts itself to your habits and not the opposite