FINANCIAL SERVICES

Banking - Credit Unions - Financial Planning - Mortgage Companies - Investment Firms - Public Services - Insurance  Government - Cities - Municipalities - Public Service

When it comes to 'SHOWING YOU THE MONEY' — JourneyTEAM provides real world solutions that work. Contact us about modifying or implementing a new system around Microsoft Dynamics 365 CRM, SharePoint, PowerBI analytics and more. 

DRIVE DOWN YOUR COSTS WHILE PROVIDING THE BEST CUSTOMER SERVICE

Banks, credit unions, insurance companies, securities and financial organizations face strong competition and must focus on great customer service to grow their business.

 

With the right customer relationship management (CRM) solution, you will more effectively support your clients with services that streamline business processes and lower costs.

Microsoft Dynamics 365 CRM provides intuitive prospecting and customer relationship management tools that are natural extensions of Microsoft Office 365 system applications.

Give your customers and representatives access to the right information at the right time. Microsoft Dynamics 365 CRM and other solutions can provide greater client insight. It can improve your customer service, and help your company attract and retain profitable clients.

BUILD A FOUNDATION WITH MICROSOFT DYNAMICS 365

With the right tools your organization has access to real-time information to allow you to make decisions faster and on point. 

SEE A COMPREHENSIVE VIEW OF CLIENT INFORMATION

  • Gain real-time visibility into customer data from multiple databases.

  • Track all customer-facing interactions across multiple communication channels.

  • Monitor and analyze customer needs to maximize cross-sell/up-sell opportunities and quickly adapt for changing customer needs.

NO MORE ADMIN HOLD-UPS. NO MORE BURDEN FOR YOUR SALES TEAMS

  • Enable your employees and partners to work more efficiently across information sources and distribution channels.
     

  • Integrate sales, marketing, and customer service all inside an accounting based solution.

DYNAMIC SOLUTIONS CAN HELP YOU DELIVER BETTER CUSTOMER SERVICE

  • Improve consistency of customer service across all channels and locations.

  • Automate customer service process, response times, and perception of the company.

  • Renew channels, such as call centers, outbound sales teams, or in-house systems, with reusable business components.

INTEGRATED WORKFLOW

Microsoft Dynamics solutions can integrate applications and workflow processes that span distribution networks, service providers, administrators, claims processing, and re-insurance.

Create a seamless link with the customer.

MOBILE WORKFORCE

Mobile CRM functionality can be critical for field sales and service operations. Field sellers are often in the field and offline, and they really need access to mapping for their Leads, Accounts (Distributors, Dealers, and Customers) and territory. Having a call plan for what their next appointment is and how to get to it is critical, as is the ability to log a trip report summarizing what was discussed and sending any necessary information back to their manager or the office. Along these lines, they expect CRM to help them with basic quoting functionality on-the-go.

START THE JOURNEY

Complete this form to get the Journey started.

We are your experienced partner that can improve productivity and enhance your technology business solutions.

833-438-2312
info@journeyteam.com

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Draper, UT 84020

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Microsoft Dynamics 365, SharePoint, Cloud, ERP, Field Service, Business Central, CRM and Marketing Consultant in Utah and Tennessee. Microsoft Gold Partner and Okta top 20 World-Wide Partner. © 2020 JourneyTEAM. All Rights Reserved. Privacy Policy Terms and Conditions