Galeforce CRMFeatures
GaleForce CRM, based on the Microsoft Dynamics CRM infrastructure, offers financial institutions a highly flexible solution that addresses the unique environments, security requirements and other mission critical needs of each major financial services area of specialisation.
Works the way you work
- Store and manage all information within a single Outlook interface
- Collaborate in real time via presence detection and secure instant messaging. Further enhance productivity with online, offline and wireless mobile access
- Share client data on an as-needed basis with other team members, and access forms and reports customised to match team roles and needs
- Automate routine tasks such as call list creation, call plans, mail/email campaigns and activity reports
- Create demand with targeted, cost effective communication that you can measure
Works the way your business does
- Capture and retain client information in a single location
- Retain corporate memory when employees change roles or leave the organisation
- Gain visibility into performance with role-based analytics and reporting
- Improve forecasting accuracy and consistently enforce policies
Works the way you expect it to
- Drive more value from your existing Microsoft infrastructure
- Support security and compliance requirements
- Integrate with critical back and front office systems and 3rd party applications
- Provide robust manageability, reliability and scalability
- Reduce customisation cost and deployment time
- Lower total cost of ownership
The Tools to Design Your Own Solution
GaleForce CRM offers pre-built enterprise modules and add-on packages that easily integrate with each line of business solution to create a powerful front office productivity solution with CRM at its core, completely tailored to match your individual company needs.
The GaleForce CRM platform allows you to add functionality on an as-needed basis—tools like Field Level Security, Analytics and Auditing, plus our Collaboration and Productivity Packs can all be purchased separately, for use now or when you need them.
The Tools to Optimise Your Solution
The GaleForce CRM Framework Software Developer Kit (SDK) and Platform unlock the enterprise power of Microsoft CRM and give you the ability to fine tune the solution even further so it works exactly the way your users need it to.
GaleForce tools help you maximise the value of your CRM solution, whether you need basic interface customisation, security customisation, or advanced automation of workflow and business processes