CRM for Merger & Aquisitions 2011

New for CRM 2011!

Built on Microsoft Dynamics CRM to maximize ROI through increased ease-of-use, supportability and upgradeability - Integrated with Microsoft Outlook and Microsoft Office - Available in the Cloud or install at your office.

Manage your deals better with all of your data in one location and accessible across your firm.

Manage your process from beginning to end:

• Market to find interested companies
• Forecast potential new business
• Manage deal interactions and progress
• Provide updates to your client
• Close deals faster

Quick overview of all deals with dashboards and reports that can be customized for your firm.

Connect to key decision makers faster with social networking integration.

Increase marketing effectiveness with campaign and event management. 

 

Rich in features:

• Real-time dashboards
• Deal activity tracking
• Marketing/sales/deal processes
• Deal progress summaries
• Mobile access (Blackberry, iPhone, iPad, Droid, Windows)
• Simplify client reporting
• Track complex personal and business relationships
• Simplify data imports
• Coordinate marketing efforts
• Manage e-mail campaigns
• Alerts and reminders
• E-mail tracking
• Expense tracking & allocation
• Contact management
• Document management
• Social networking
• Forecast future business
• Field and form level security
• Audit system changes
• Support for Microsoft Exchange and POP e-mail systems
• SharePoint integration

 

Enhance CRM for M&A with:

• List building subscription
• Import live contact data to improve CRM contact data accuracy
• Advanced e-mail marketing
• Web analytics
• Advanced mail merge capabilities
• Simplified activity browsing
• Enhance mobile access