Overview
What Is CRM?
Philosophy of Solution Design
Success Stories
Real Estate Advantage
Mortgage Advantage
Commercial Banking
Sponsor Advantage
Advisor Advantage

Custom Elements
Relationship Navigator
Workflow Management
Mobility
Outlook Integration
Excel Integration
Marketing Campaign Mgmt.

REA BENEFITS

Reduces if not eliminates the redundant and inaccurate data that exists in the organization due to the existence of multiple databases.
Reduces lease process flow cycle time by task tracking and assignment as well as automation of redundant steps within
Reduces the number of leads and prospects that fall through the cracks due to lack of attentiveness to them over time
Increases customer satisfaction by providing a singular outward voice for the company by having integrated the once disparate systems into one centralized system
Increases responsiveness of brokerage community having access to the home office at all times with access via mobility solutions such as Blackberry and Windows Mobile
Reduces dependency on meetings and manual reporting efforts to communicate information across the company



Mobility

Microsoft CRM Mobile provides salespeople with up-to-date information about their accounts and contacts, and helps them manage sales opportunities and track sales-related activities. Salespeople select the data to take with them on the road. While disconnected, they can enter data related to their sales activities. Salespeople can synchronize data with the Microsoft CRM server when the network is available, either when the user is on the office network, or when wireless access is available through CDMA or GPRS/Edge. The data entry forms and views can be customized for your business.

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