Grow your professional, responsive, and insightful Brand through:
• Optimize and track client management tasks
• Deliver self-serve portals including secure file sharing
• Manage client events and prospecting campaigns
• Coordinate internal and external support teams
• Deliver a stronger Client Experience
The majority of core functions are "out-of-the-box" through our Wealth Management Industry Accelerator include Client Profiles, Case Management, Policy/Investment catalog, and Self-Serve portals. But every organization is unique and a personalized system may be required resulting in a lower monthly fee, that's why finding the right partner is as important as the right solution.
Enable your agents to do their best work with an all-in-one, multisession desktop experience, including profile histories and engagement transcripts.
Provide your agents with the ability to track and resolve customer issues quickly with context for an end-to-end customer journey.
Bring experts together to quickly resolve complex cases through embedded Microsoft Teams and intelligent case swarming.
Help agents be more efficient with real-time insights, visibility into active conversations, and proactive recommendations.
Increase first-contact resolution with intelligent unified routing that classifies issues and assigns them to agents with the right skillset.
Level up collaboration and insight with the Microsoft 365 platform, infused with generative AI, expediting collaboration, process improvement and decision-making backed by data.
Enhance Productivity: Summarize long email threads, and quickly draft replies in Outlook
Analyze and Explore Data: Identify trends, visualize data, and scenario plan with natural language.
Stay Informed: Generate real-time client and product data and suggest next steps during a Teams call.
Unleash Creativity: With simple prompts create PowerPoint presentations adding detail from previous work for context going from idea to completion in minutes.
Fully integrated: Copilot is found in every Microsoft 365 application, allowing you to prompt a pivot chart in Excel and generate creative drafts in Word.
Our Purely CRM team lives and breathes AGILE for CRM development. We use Azure DevOps to manage the optimal balance of creative designs and project execution to ensure that your business needs are met.
As part of Endeavour Solutions, we are dedicated to helping clients and partners succeed in the configuration and development of world-class Microsoft Customer Engagement solutions. Let us show you how.
Our Purely CRM team of Microsoft consultants focus on mid-size and large Microsoft CRM design and development projects using Microsoft Dynamics 365 and the Power Platform. We also extend our reach by providing CRM staff augmentation resources to our clients and large global partners.
Contact: Steve and our team to talk about your Business Needs.
Steve Ewing Vice President, CRM, ERP, & Cloud
1 (888) 257-3577 x 213
(604) 282-1996 x 213
sewing@purelycrm.com
