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CRMCRM
CRMCRM
• Marketing: A clearer view of customers and more
informed marketing investments
• Sales: Get more leads and close more business
• Customer service: Provide more value to customers
• Fits your people
• Fits your business
• Fits your environment
CRMCRM
For Financial Services
• Identify your best, most valuable clients.
• Uncover and pro-actively respond to unfilled client needs,
especially when they’re hidden across accounts or touch-
points.
• Determine service-oriented ways to up-sell and cross-sell.
• Deploy more effective, targeted sales and marketing
efforts to grow your base of loyal, profitable clients.
CRMCRM
FOR FINANCIAL SERVICES
key features of Microsoft dynamics for financial services
organizations
• Account & Holding Portfolio Management
• Account Transactions
• Agreement Management
• Alerts: Scheduled & Real-Time Alerts
• Call List Management
• Call Planning
• Company & Contact Management
• Deal Management
• Household / Group Management
• Multi-Currency Support
• Multi-Language
• Multi-Tenancy / Multi-Organization
• Offline Support
• Rules-Based Forms
OUR PARTNERSHIPOUR PARTNERSHIP
Partnership between companies makes it easy to do what
ever your customer is looking for as we say in Saudi Arabia:
“One hand can’t clap”.
Therefore, we have a very valuable partnership with very big
IT companies such as:
•Microsoft
•Google
•Gateway TechnoLabs
•AL-Rehman Technologies (ART)
OUR MAIN CUSTOMERSOUR MAIN CUSTOMERS
CONTACT INFOCONTACT INFO
Riyadh - Olaya Street - Al Andalus Center
Unit 7 - Second Floor - Office No. 3
Tel: 966 11 4609290
Fax: 966 11 2153430
www.in2sol.com
Or contact:
Mr. Abdullah Al Barakati
General Manager abdullahb@in2sol.com
0550522221
.
THANKTHANK
YOUYOU

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Customer Relationship Management CRM by In2Sol Riyadh

  • 2. CRMCRM • Marketing: A clearer view of customers and more informed marketing investments • Sales: Get more leads and close more business • Customer service: Provide more value to customers • Fits your people • Fits your business • Fits your environment
  • 3. CRMCRM For Financial Services • Identify your best, most valuable clients. • Uncover and pro-actively respond to unfilled client needs, especially when they’re hidden across accounts or touch- points. • Determine service-oriented ways to up-sell and cross-sell. • Deploy more effective, targeted sales and marketing efforts to grow your base of loyal, profitable clients.
  • 4. CRMCRM FOR FINANCIAL SERVICES key features of Microsoft dynamics for financial services organizations • Account & Holding Portfolio Management • Account Transactions • Agreement Management • Alerts: Scheduled & Real-Time Alerts • Call List Management • Call Planning • Company & Contact Management • Deal Management • Household / Group Management • Multi-Currency Support • Multi-Language • Multi-Tenancy / Multi-Organization • Offline Support • Rules-Based Forms
  • 5. OUR PARTNERSHIPOUR PARTNERSHIP Partnership between companies makes it easy to do what ever your customer is looking for as we say in Saudi Arabia: “One hand can’t clap”. Therefore, we have a very valuable partnership with very big IT companies such as: •Microsoft •Google •Gateway TechnoLabs •AL-Rehman Technologies (ART)
  • 6. OUR MAIN CUSTOMERSOUR MAIN CUSTOMERS
  • 7. CONTACT INFOCONTACT INFO Riyadh - Olaya Street - Al Andalus Center Unit 7 - Second Floor - Office No. 3 Tel: 966 11 4609290 Fax: 966 11 2153430 www.in2sol.com Or contact: Mr. Abdullah Al Barakati General Manager abdullahb@in2sol.com 0550522221 .