CRM Innovative Solution
Track customers, prospects, interactions and activities. Quickly perform key tasks such as research, calling lists, collaborating with colleagues, sending emails, booking meetings, defining subsequent tasks
Customer Reporting
Mobility
Real-time access to your appointments, sales opportunities and customer data on any mobile device. Our solution enables sales, marketing and customer service teams to access and manage key information in real time, wherever they are.
CRM Financial Services: from connection to transformation.
Capture the market through customer satisfaction.
Omnichannel customer journey
Seamless communication and services across all channels. From onboarding and adoption to retention and expansion, every stage of the customer journey matters right now.
Business Reporting
A powerful suite of tools that help you understand and use your data.You can report on your key performance indicators, department by department.
Marketing Automation
Generate multi channel marketing actions. Marketing Automation tool helps you deliver a personalized and engaging customer experience across the customer lifecycle.
End-to-end automation
Automates processes and workflows smoothly. Best suited for rule-based transactional and repetitive tasks involving structured and/or semi-structured data, logic-driven robots.
Integration of third-party solutions
Integrate Salesforce into your existing applications. We offer pre-built integration between best-in-class financial database (Bloomberg, Dun&Bradstreet, Prequin, S&P) and Saleforce.
Technological innovation
Ongoing innovations: AI, Big Data, Block Chain, are adapted to your business. Benefit from those technologies to enhance efficiency and productivity through automation; reduce human biases and errors.
