NetStandard Presents GaleForce CRM
0 Comments Published by William Rock on Tuesday, August 26, 2008 at 3:49 PM.
CRM Financial Services: Microsoft Certified CRM Financial Services & CRM Banking
In business, the company with the best customer service wins. In the banking and financial services sector, providing that superior customer service means knowing all you can about your clients. Helping your firm gather, input, organize and utilize client information is what the new Customer Relationship Management software from GaleForce is all about and NetStandrd is excited to offer clients this unique and powerful tool.
The new CRM software, created exclusively for commercial and retail banks, wealth management, investment and capital market firms, allows your company to gather, store and access the client information that's so key to success. Maybe more importantly, GaleForce software presents that information to employees in a clear, concise, simple-to-use format.
From a client's total net worth to his favorite charity, any information an employee needs appears on screen instantly. This remarkable functionality makes it easy for employees to provide the superior customer service your clients deserve.
The genius of GaleForce is integration. This impressive software system integrates seamlessly with the entire Microsoft Office suite; including Word, Outlook and Excel. In fact, virtually every function of the CRM package, from creating a customer profile to full-scale account management, can be performed within MS Outlook. Even if your business doesn't use Outlook, GaleForce employees can work online, using any standard web browser. Either way, any changes or additions are automatically updated in real time at the central CRM database, so there’s never a question of accuracy.
The GaleForce package is highly customizable, with each user able to determine precisely what information appears on screen. From bank tellers, who might need only the most basic financial data, to commercial loan officers, who want information on investment loans and insurance accounts, everything is on-screen, easily entered, and instantly updated. Need to set up mailing merge? GaleForce can do it.
Need to send out quarterly reports? GaleForce can do it, on time, every time. Even something as ordinary, yet vital as sending out company Christmas cards is just a few simple mouse clicks away.
One especially useful GaleForce feature is the Relationship Tree. This simple, visually-appealing feature allows employees to instantly access a truly astonishing amount of client information; from the exact worth of a customer's total assets to a favorite spot for lunch.
But the most exciting thing about GaleForce is how easy it is to use.
You won't need a programmer. You won't need a professional to write code. Your employees won't even need to learn new software, because everything GaleForce does integrates beautifully with Microsoft products they already know. For functionality, convenience and ease nothing beats this new GaleForce CRM package and NetStandrd is extremely proud to offer our clients this unique and valuable tool.
In business, the company with the best customer service wins. In the banking and financial services sector, providing that superior customer service means knowing all you can about your clients. Helping your firm gather, input, organize and utilize client information is what the new Customer Relationship Management software from GaleForce is all about and NetStandrd is excited to offer clients this unique and powerful tool.
The new CRM software, created exclusively for commercial and retail banks, wealth management, investment and capital market firms, allows your company to gather, store and access the client information that's so key to success. Maybe more importantly, GaleForce software presents that information to employees in a clear, concise, simple-to-use format.
From a client's total net worth to his favorite charity, any information an employee needs appears on screen instantly. This remarkable functionality makes it easy for employees to provide the superior customer service your clients deserve.
The genius of GaleForce is integration. This impressive software system integrates seamlessly with the entire Microsoft Office suite; including Word, Outlook and Excel. In fact, virtually every function of the CRM package, from creating a customer profile to full-scale account management, can be performed within MS Outlook. Even if your business doesn't use Outlook, GaleForce employees can work online, using any standard web browser. Either way, any changes or additions are automatically updated in real time at the central CRM database, so there’s never a question of accuracy.
The GaleForce package is highly customizable, with each user able to determine precisely what information appears on screen. From bank tellers, who might need only the most basic financial data, to commercial loan officers, who want information on investment loans and insurance accounts, everything is on-screen, easily entered, and instantly updated. Need to set up mailing merge? GaleForce can do it.
Need to send out quarterly reports? GaleForce can do it, on time, every time. Even something as ordinary, yet vital as sending out company Christmas cards is just a few simple mouse clicks away.
One especially useful GaleForce feature is the Relationship Tree. This simple, visually-appealing feature allows employees to instantly access a truly astonishing amount of client information; from the exact worth of a customer's total assets to a favorite spot for lunch.
But the most exciting thing about GaleForce is how easy it is to use.
You won't need a programmer. You won't need a professional to write code. Your employees won't even need to learn new software, because everything GaleForce does integrates beautifully with Microsoft products they already know. For functionality, convenience and ease nothing beats this new GaleForce CRM package and NetStandrd is extremely proud to offer our clients this unique and valuable tool.
Labels: Microsoft Dynamics CRM
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