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Seeing a 360 View of the Customer

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Sonoma Partners' CRM Solution for Financial Services

Seeing a 360° View of the Customer

A challenge for many institutions is the lack of a holistic view of their clients. Many advisers or account managers must rely on stand-alone legacy systems or disparate databases for knowledge of the customer’s transaction history. When your financial advisers and customer service representatives work with customers, they need to see a combination of key pieces of information, including service preferences, credit scores and the customer’s portfolio. And they need to be able to see it all on one place.

Your employees must have access to a single interface that allows them to view a client’s portfolio and understand the client’s financial needs and opportunities to cross-sell or up-sell complimentary products. With Microsoft Dynamics CRM’s solution for Financial Services, these important components are visible directly in Outlook.

Uncover and proactively respond to unfilled client needs, especially when they’re hidden across accounts or touch-points
Before your advisers pick up the phone or send an email, they should first be able to see all the interactions the customer has had with your institution, especially any service inquiries. Better equip your employees with the right information all in one place.

Determine service-oriented ways to up-sell and cross-sell
Make cross-selling and up-selling as simple as possible for customer-facing employees. You can customize Microsoft Dynamics CRM to determine which products would benefit your customers based on their current portfolios, so anyone serving the client will be instantly alerted to which cross-sell and up-sell opportunities exist.

Microsoft Dynamics CRM can help you attract more clients with qualified sales leads and opportunities. Analytics and embedded coaching helps you maximize opportunities to cross-sell products and services, and reduce time to resolve client inquiries by up to 30 percent.

Deploy more effective, targeted sales and marketing efforts to grow your base of loyal, profitable clients
Use the advantages built into Microsoft Dynamics CRM to improve your company’s marketing efforts. Customer segmentation tools make sure that you are sending the right messages to the right audiences. Execute email campaigns directly from the database and track real-time results. You can also use the analysis and reporting tools to determine which efforts net the best results.

Want to learn more? Contact us about the Microsoft Dynamics CRM solution for banking.

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