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Archive for month: February, 2018

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Secure CRM for Banks

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Data security is of utmost importance for the banking sector. Banks have to ensure that their data is totally secure and access to information is limited to authorised personnel only. With the advent of newer technology and more secure systems, banks have to upgrade regularly. Investing in the latest technology helps to safeguard against the latest kinds of cyber and other threats.

Enforcing a new system may pose to be a major hurdle as it requires compliance at multiple levels. Banking employees have to be trained to adopt the new system and adhere to the latest protocols. This kind of change may result is resistance and major upheaval. The Dynamics CRM is a very user friendly software like all other Microsoft products. The familiarity with other Microsoft products makes user acceptance of the Dynamics CRM an easier task.

Monitoring of banking transactions

Every top level banker understands the importance of being able to have access to current transactions as well as major transaction that take place through the bank. This monitoring is not just at the branch level but at the head office level as well. By monitoring large financial transactions, it assists in putting a stopper on making bad deals, wrong choices and investing in ventures that could result in a financial loss to the bank. It is important for top level authorities to be able to monitor disbursement of large funding and business loans.

Banks thrive on utilising public funds to generate income by investing or giving loans for a profitable interest rate in return. Ensuring that the risk on these funds is secured with assets as collateral is essential.  In many cases the deal may appear a lucrative gain for the bank which leads to compromise and laxity in the paperwork and formalities. The Microsoft Dynamics CRM makes a provision for assessing at a glance if all the criteria are fulfilled. A comprehensive report can list records where the formalities and paper work is incomplete. This information can be scrutinised by the higher levels and checks put in place to curtail the level of risk that the bank subjects itself to.

Data security levels

The Dynamics CRM comes with multiple levels of security for data access and modification of records. There is a proper log recorded for every user activity. The passwords are stored in an encrypted format so as to secure access even in case of attempts of data theft or hacking. Alerts are triggered for irregular data access or system access at unusual hours. User activity can be monitored and data regulating authorities can ensure that there is no infringement.

MS Dynamics for Banks

The PragmaBanco is a customised version of the Microsoft Dynamics. It has been designed keeping in view the specific requirement and the high levels of security required by the Banking sector. Pragmasys has created PragmaBanco as a starting point for Banks. This can be further customised as per the individualised need of each bank. Upgrading to PragmaBanco with full assistance and support from Pragmasys can be done with minimum disruption and within a short duration as well. Pragmasys offers its clients total support and assistance during the upgrade as well as after the PragmaBanco system is in place.

Real time sales data with Dynamics CRM

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Managing a sales team entails many aspects for an organisation. Keeping track of performance levels and sales figures can be quite an arduous task and requires a comprehensive system to ensure optimal outcomes. The Dynamics CRM has a number of features which are directed towards managing sales and marketing while providing valuable insights. The advanced market analytical tools helps to direct the sales campaign to achieve better results and meet higher targets. With the MS Dynamics analytical tools many organisations have been able to raise the bottom line.  It helps to keep track of the teams and their targets. It strives at leveraging the real time data accumulation of the team to drive business opportunities.

Remote data update

The Microsoft Dynamics CRM allows sales agents in the field to remotely access the system and update the CRM after each sales call. This allows the team manager to keep track of the performance of each team member as well as compile a daily team performance report. At any given point of time the team manager can track the location of the sales as well as monitor the turnaround time for each sales call.

The sales agent can update the information pertaining to each customer immediately after each sales meeting instead of waiting to get back to the office at the end of the day. In this way time can be utilised for making more sales calls and achieve higher targets. Productive utilisation of time can help sales teams perform better and continue to update the data on a real time basis. The sales agent can log into the MS Dynamics CRM through a smart phone or a tablet.

Business Intelligence

Having the right strategy in place can assure an organisation of radical results, raising the bottom line and creating vertical lines on the growth graph. The Dynamics CRM offers a plethora of tools for analysis and business intelligence. Today many organisations are relying on different techniques of BI to take their business to the next level. The integration of BI with the Dynamics CRM has been a beneficial quality for organisations to collaborate on business growth. It allows higher accuracy of future projections as well.

Market analytics

An organisation that can study the market and close in on their specific target audience can achieve greater conversions. Dynamics CRM enables the sales team to target specific customers who have shown an interest in the product or service or in something similar. Being able to identify interested customers through their online activity or product searches helps the sales executives to focus on potential customers. Being able to collaborate on leads and customers is a useful feature set that an organisation can leverage. MS Dynamics tools assist with lead tracking culminating in a greater percentage of conversions.

An organisation can raise their sales performance by upgrading to the MS Dynamics CRM and partaking of the wide-ranging feature set for market analytics. Pragmasys provides their clients with total support for installation and integration of the Dynamics CRM. Continued client support can improve business functionality. The Pragmasys team is well versed with the various features embedded in the Dynamics CRM and can provide a training to the clients team regarding the useful attributes.

Optimising tasks with Dynamics CRM

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The Microsoft Dynamics CRM is a comprehensive all-encompassing system which does more than just maintain a data base of customer records. The Dynamics CRM helps to build a wholesome relationship with each customer which is based on regular communication. This communication involves taking a feedback from the customer, ensuring that the product is satisfactory, updating the customer about the new changes in the organisation and generally letting the customer know that they are valued.

To build a good relationship with a customer it entails taking care of the smaller details such as wishing the customer on their birthday or other special occasions, thanking customer after their purchase. A new customer is sent a welcome letter. Most of this communication can be time consuming if performed manually. However, with the Dynamics CRM, regular communication can be automated. While this communication is important it does not need particular manpower for carrying out these tasks.

Why optimise?

Optimisation of tasks serves multiple advantages. It saves man hours on mundane tasks. The feature to automate repetitive and mundane tasks such as regular communication with clients can be automated by the Dynamics CRM. Birthday or festive greetings can be triggered on their own with a standard email template. Reducing manpower costs is one of the most revered features of the MS Dynamics CRM.

The Dynamics CRM gives you easy access to comprehensive data fileted as per requirement. The customised report for data analysis allows you to redefine strategies or scale up operations. Results can be accessed and analysed. It also enables accurate future growth projections to map progress and performance of the various teams. Comprehensive reports and projection charts are great for presentations as well.

Optimisation is directly proportional to cost. The business intelligence features of the Microsoft Dynamics CRM can be used to access areas where costs can be curtailed by curbing unnecessary tasks and job functions.

Increase productivity

The footstool of every organisation is higher productivity, reduced costs and greater returns. The Dynamics CRM focuses on each of these areas making them doable and achievable. Automation helps to reduce spends on manpower. Numerous tasks can be handled by the CRM system without manual intervention.

Simplifying the job functions of employees where they rely on the CRM for support leads to increased productivity. This can also be viewed as higher returns in proportion to the cost of each employee. Redefining new operational methods which can produce more effective results becomes easy with the Dynamics CRM tools.

Seamless Dynamics CRM Support

It is easy for an organisation to become totally dependent on the MS Dynamics CRM for business processes. It is important to ensure that you have good technical support in case of a problem. Pragmasys can provide backend as well as front end support to client organisations. This ensures the smooth functioning of the system, averting any hindrances to operations and leading to minimal downtime. Without assistance and support for the CRM system a company may set itself up for a stall in business operations. Pragmasys provides round the clock support in various areas for the Dynamics CRM. Updating the system and installing add-ons are an integral part of CRM system maintenance.

Managing Sales opportunities with Dynamics CRM

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Sales is the one area that directly affects the growth and revenue generating capability of an organisation. Putting together a good sales team and grooming them is given high precedence. Most organisations are willing to go the extra mile to ensure that they have a well trained and equipped sales force.

Give your sales teams tools and resources that can help them to utilise their time in an efficacious method. Effective sales tools and automated services can enhance the growth and turnover of an organisation. This may involve an added investment but the ROI more than makes up for it.

How does the CRM fit in here? The Microsoft Dynamics CRM is more than just an organised record maintaining database. It is s fully functional comprehensive system with ERP and task automation, programmable workflows and various other business intelligence features. The Dynamics CRM has been designed to be a centralised system that manages all records and business operations.

Effective sales output

The Dynamics CRM has been designed to serve a multifaceted purpose. Customer base is built by sales and retained by maintaining a good relationship with them. Sales is an essential aspect for the growth of an organisation and the underlying importance that it holds cannot be ignored by any organisation. There is never a point when an organisation feels that it has enough customers and does not want any more.

Presenting products, taking orders and tracking the progress of the order are some basic features that provide a stable platform for the sales forces. Remote access to the MS Dynamics CRM from a smart phone or a tablet is a functionality which can be leveraged by the sales personnel in the field. There is no better form of marketing than direct sales. The powerful market analytical tools embedded in the Dynamics CRM focuses on scanning progressive techniques and analysing changing trends of consumer demands. First-hand knowledge of consumer needs ensures that the organisation can have a vantage point in being able to cater to these requirements and get into a leading position. It also provides a platform to direct the market flow.

Synchronising sales activity

The MS Dynamics CRM lays emphasis on the optimisation of communication with existing customers as well as potential customers. The stronghold of the Dynamics CRM in sales is the feature of real time updates. It opens the channel for building a niche in the market space.

The assigned daily activity can be tracked along with the sales target achievement through the MS Dynamics sales synchronisation feature. Areas that are under performing or lack potential can be skipped. The same resources and manpower can then be used in areas that are providing better results. Focusing on areas that are yielding better results helps to effectively utilise the sales force to boost morale.

MS Office integration

Every organisation is dependant of MS Office for a number of different functions. The ease with which the MS Office suite integrates with the Dynamic’s CRM makes a lot of tasks easier for employees. The Dynamics CRM has been designed keeping in mind numerous aspects and rates very high as far as functionality and ease of operation are concerned. An organisation can easily integrate their existing software with the MS Dynamics CRM and continue to work in a manner that they are familiar with.

Scale up with Microsoft Dynamics

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Considering the industrial verticals of the present age it takes more than just an additional investment and expansion to scale up a business. Strategic consulting will reveal that moving to the next level is a step not just in one direction but a culmination of activities in various spheres. It particularly articulates specifics in some areas such as technological advances and record maintenance. Arriving at a conduit pinnacle is propelled by certain determined deviations in the proposed path.

A scale up usually calls for a substantial capital investment. The ratio of returns is computed to ascertain the feasibility of the magnitude of the venture. The viability of the decision in economic terms needs to be considered before the sign off. The risk assessment as proposed to the business gain in proportion to the break even and the investment recovery period needs to be clearly mapped out. A road map for the scale up needs to be charted out to begin with.

Role of MS Dynamics CRM in business scale up

A comprehensive CRM system is a necessity for an organisation that is dependent on customers and orders for its continuous growth and sustenance. An updated and well organised customer database allows quick access to current records. This provides substantial support when there in an increase in the number of customers. Ensuring that each customer gets the desired personalised attention is the core of customer relationship. The Dynamics CRM excels in this sphere by ensuring that each customer continues to feel valued.

 

Retaining and gaining customers

The MS Dynamics CRM out performs when it comes to customer retention. Automated customer communication is a huge benefit. A scale up calls for greater publicity and this adds to customer loyalty of existing customer, especially when they are kept in the loop with regular updates about changes and company policies. The MS Dynamics CRM provides excellent communication options with easy integration to Microsoft Outlook. Email templates can be created to send personalised communication.

The superb market analytical tools of the Microsoft Dynamics CRM helps in creating target oriented marketing campaigns. These strategies are audience specific which in turn leads to a higher lead generation and an increased conversion rate. Specific marketing ensures that the economic and other company resources are being effectively utilised and delivering results. Wastage of resources is minimised while expenses can be tracked and kept above board. The impact is substantial in a changing scenario.

A scale up does not just focus on higher production and increased manpower, but needs to be paralleled with greater revenue generation through amplified sales. The MS Dynamics CRM can help establish a larger customer base by identifying potential customers that have a need. Focusing on the correct target audience is a vital element for gaining customers.

Pragmasys client support

Pragmasys is a Microsoft Gold Partner and specialises in helping their clients to leverage the maximum benefit from the Dynamics CRM. Partnering with Pragmasys enables an organisation to avail round the clock technical support for their CRM system.

Pragmasys offers its clients total support and assistance in all area related to the Microsoft Dynamics CRM including deigning workflows and defining business intelligence modules.

Real Estate business growth with PragmaRealty

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The real estate industry has been in a very competitive mode over this last decade with many economic changes. The fundamental essence that keeps the real estate business on a continuous growth projector is simple. We are flacked with an increasing population and the need for housing is on a constant rise.  The demand for goods and services created a need for commercial space.

The challenge is to match the property with the right client. Every client has a specific requirement whether it is for housing or commercial space. It is easy to make a note of the specific requirements by organising this data in a streamlined manner which is accessible at the right time and this is where the PragmaReality serves perfectly.

Demand for real estate

There is a growing demand for housing in urban areas especially. The concept of nuclear families has led to an increasing demand for smaller housing facilities. Most families prefer a 2 or 3 bedroom accommodation. One bedroom flats are also popular among some couples. Earmarking the right cliental is essential for the real estate industry.

The PragmaReality imbibes advanced marketing techniques which have been benchmarked to supersede the current methods. Smart marketing strategies and intelligent market analytical tools leverages public information to filter in and focus on a key target audience. PragmaReality provides valuable insight into areas where there is a demand. It also helps to recognise the type of demand and the current trend for real estate.

Appropriation of resources

Tapping in to a specific target audience increases the rate of conversion and raises the profitability bottom line. A realtor business can focus their attention on specific lead tracking possible clients. Huge amounts of company resources assigned for marketing are saved in this manner.

Every business is interested to explore channels which allow them to curtail costs and increase profits. The PragmaReality is one such investment which specifically aims at reducing unnecessary spends. Data is easily accessible at the press of a button and helps to provide the client with the properties that match their criteria.

PragmaReality CRM

PragmaRealty is a CRM designed specifically to meet the needs and challenges of the real estate sector of business. It is based on the Microsoft Dynamics CRM system. The PragmaRealty is customised from the entity level for the real estate industry and includes workflow and modules that aim at assisting in business growth.  PragmaReality is a Pragmasys product and can be installed by our team anywhere around the country.

PragmaReality includes all the features and benefits of the Dynamics CRM over and above the Real Estate specific functions.  The greatest benefit of using the PragmaReality is that the CRM has been pre designed and needs very little specific customisation for your business. It saves valuable time that would be lost in detailed customisation and cut back on resources involved in large scale customisation of the Dynamics CRM. Pragmasys can assist with the implementation and installation of the PragmaReality CRM and provide training to employees on how to use the CRM.

PragmaReality with its many benefits and features has helped to boost the growth of Real Estate business.

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