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



Workflow Management

A special User-Configurable Workflow Management Screen has been added that allows the professional to pre-configure check-list templates and associate those templates to all main entities in Dynamics CRM. In order to run smoothly, organizations often standardize processes across the organization and encourage users to adopt them. Unfortunately, each business unit has a unique set of business processes. Often employees are unaware of these processes, depend on co-workers for information, or unaware that the completion of certain tasks are dependent on another employee's completion of the previous tasks.

You can use Microsoft CRM to automate internal business processes by creating workflows to carry out routine tasks that involve daily business operations. These processes can be designed to ensure that the right information gets to the right people at the right time, and help participants keep track of the steps they have to take to complete their work. Your managers can define, automate, and enforce specific business rules, policies, and procedures.

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