Dynamics 365 can get you closer to your clients – become a trusted advisor to your clients and increase retention. The solution will help you to manage risk and compliance with stringent automated processes and quality document management. You could reduce admin costs by 35% with a core CRM and single view of the customer across sales, service and marketing.
Dynamics 365 helps drive consistent cross-company workflows across client case management. It will enable your advisers to be mobile and work where their clients need them. Get your schedules automated, so you’ll never miss a sale by getting the right advisor to your client at the right time. And with transparent automated scheduling, you can allow customers to schedule their appointments online.
Datacom has a partnership with global financial services specialist, VeriPark, to service our wealth management, insurance, and retail and corporate banking customers. We work collaboratively with VeriPark to develop innovative technologies specifically for financial service businesses.
This enables Datacom to provide capabilities such as Omni-channel banking, acquisition and cross-sell capabilities, loan origination and world-class next best action capabilities.
SmartPayroll were able to use a single customer relationship management system to manage their customer acquisition, onboarding, compliance, subscription billing, pricing and reporting.
Your business knows its customers. Your customer care staff have the skills. However, your outdated systems and multiple databases are in the way of you delivering an outstanding customer experience and reducing your operating costs. It’s time for
With rising customer demands and expectations, you can better engage your customers and deliver streamlined and fast service with Dynamics 365. Make it easy for your agents and empower them to deliver effortless customer service with one solution.