CRM
A Seamless Customer Relationship Management Tool
Overview
CRM is your tool to increase customer service and retention by managing all your data and sales processes in one accessible place.
Infinitive use Microsoft Dynamics CRM which can be integrated with your Outlook Email client or used as a web based CRM.
Microsoft Dynamics CRM also features:
- Fully customised interface for the Australian Mortgage Industry
- Complete offline capability, with all your data in one place
- Integrated to eFax solution enabling supporting documentation to be received straight into the CRM
- Track communication with clients
- Runs from within Outlook or via internet browser like Internet Explorer
- Financial Planning, Commercial Lending and Equipment Finance data capture to
- accommodate Infinitives’ ability to link Commercial and Equipment Finance applications
- Stored documents for marketing and compliance
- Industry specific reports such as volume, conversion rates and specific field reporting
- Advanced workflow and automation of tasks
Features & Benefits
Record all your Opportunities & Leads
The advantage of working with a CRM tool is the ability to record every piece of information from fresh leads to long standing clients and everything in between. Use the tool at hand to provide a full customer focused service.
Manage your sales cycle
Track your work flow and be time savvy by viewing each step, from managing your sales pipeline right through to driving new sales from your existing contacts.
Set Alerts for Contacting Clients
Does your client need to sign some paperwork? Are they at the end of their fixed term? Track all your communications from phone calls to emails , send a fax or SMS and even set up reminders or tasks to contact clients. CRM helps manage the relationships for you.
Marketing, Information & Reports
Apply CRM’s mail merge feature to letters, forms & emails for a professional and efficient business communication. Advanced features give you the option to customise the view of your data, forms & reports ready for action or for printing.
Easy to Use and Maintain
You’ll find entering and managing your data a breeze with CRM. An easy lay out and all the features at your finger tips, you’ll quickly learn to be much more efficient in keeping your information & knowledge on hand including storing documents.
Anytime, Anywhere ..
CRM can be accessed anywhere and anytime, online or offline. Microsoft Dynamics CRM as part of the Spectrum Suite of products can be used as a standalone tool or together for a complete work flow.
Support & FAQ
We want to ensure that once you implement Microsoft Dynamics CRM, you and your staff are fully equipped to make the most out of all the features. We endeavor to make our products as user friends as possible and back that up with all information and support you need to use them on a daily basis.
We have complied some user guides as well as demo videos and FAQ's for your reference. If you's prefer to speak to someone directly, the Infinitive Support desk is also available to help you with any questions you may have.