The Solution: Sales Process Automation
Task CRM, a customer relationship management solution specifically designed for the financial services industry by banking solution leader Task Consultants, helps banks to take full advantage of their valuable customer data. It uses Microsoft® CRM filters to match customers to specific marketing campaigns, retrieving customer data from the database using Microsoft SQL Server™ rules. Once campaigns are underway, Microsoft CRM automates follow-up activities and helps the sales department refine the marketing list by recording new customer data. It also provides a way to quantify a campaign's success and aids in planning future marketing strategies.

Built with Microsoft Dynamics CRM 3.0
Using Microsoft Dynamics CRM 3.0 as the engine behind Task CRM, the solution provides:

• A familiar user interface and full integration with Microsoft Office Outlook® 2003 and Office Excel® 2003. Task CRM is easy to use and easy to learn.
• An opportunity to strengthen call center capabilities and analytical data-warehousing, and enable data mining with SQL Server Analytical Tools.
• Improved workflow management, allowing marketing staff to track what offers have been sent to whom and how they responded.