Microsoft Dynamics: The perfect CRM for Banks

Microsoft has proved to be the leading software company for decades. The main founding factor for the popularity of Microsoft products is that the software is user friendly. The user interface is easy to understand and makes a person feel that they can do whatever they need to without encountering too much complexity. The Microsoft CRM caters to the non tech savvy users as well as those who are technically inclined. The intent is that everyone should be able to use it with utmost ease.

 

Why banks need Dynamics CRM

The PragmaBanco is a version of the Dynamics CRM which has been specifically customised for the banking industry. It includes all the banking protocols and the different tasks carried out by the banks. This PragmaBanco ensures that all the banking activity is streamlined and organised in a manner which makes work light and easy. General day to day banking tasks are hastened thereby enabling Banks to serve their customers better. Every bank thrives on customer service and it is the main factor which attracts or repels customers. Therefore it is imperative that banks should pay heed and do whatever is in their capacity to improve the way they serve their customers. This could result in referrals and new customers without any effort.

 

Making life easy for bank employees

The Banking sector comprises of a bunch of staff that are very skilled in numbers and calculation but may not have much technical know how about software operations. As we know that without computers banks would regress. Hence there is a need for common ground. The Dynamics CRM offers a software platform which is easy to operate and understand. Even novices can easily grasp the simple concepts of the PrgamaBanco and get their work done.

 

There are numerous different job functions performed by the different banking employees. To make things easier the Dynamics CRM can be customised with job specific dashboards. This means that each employee gets those menu options on their dashboard which pertains to their job function. It helps to make their work easier as they do not have to skip over irrelevant options to find what they need. This enhances productivity as employees carry out their work faster.

 

High Security protocols

The banking system demands that the CRM should comprise of the highest security protocols. The data stored by the banks includes investments and life savings of their customers. This sensitive data is highly confidential and banks need to ensure that it remains secure. Any breach of security could lead to this data falling into the wrong hands and being misused.

 

PrgamaBanco has been customised to include multiple levels of security. The data access is password protected at various levels. Data access to employees is given only for the information which pertains to them. The right to modify or add data is for authorised personnel only. The authority to copy data is highly restricted and mainly for backup purposes only.

 

Upgrading to PragmaBanco

PragmaBanco is designed and distributed by Pragmasys. The Dynamics CRM is a powerful CRM system and can be leveraged by banks to increase business growth. Good customer service is an essential factor for increasing the banks customer base.