GaleForce CRM for Financial Services provides industry-specific sales and marketing management, process automation and customer service functionality, based on Microsoft Dynamics CRM. It’s CRM “purpose-built” for financial services.
GaleForce CRM for Financial Services was designed for retail and commercial banks, and wealth management, investment banking and capital markets firms, for fast, easy installations. Customize and integrate your solution to your company’s roles and workflow, and train your business users and IT staff within days.
Best of all, GaleForce CRM for Financial Services works natively within Microsoft Outlook, the first application your staff likely open every day. So watch your staff use it!
Dot.Cy, a GaleForce Solutions Certified Partner based in Cyprus, delivers CRM solutions in East Mediterranean, Middle East and the Balkans. The combination of Dot.Cy’s traditional focus in the financial services industry, its expertise in delivering CRM implementations, the leading position of GaleForce Solutions in financial services, together with Dynamics CRM 3.0, Microsoft’s award winning CRM platform, are all the ingredients needed for a successful CRM implementation in your organization.
Product Features GaleForce CRM for Financial Services augments and extends Microsoft Dynamics CRM to provide a complete suite of industry-specific features and functionality, including: