| GaleForce CRM For Financial Services 4.0 Launches (29/05/2008 22:44:11) |
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GaleForce CRM 4.0 includes the highly popular features of the 3.0 series, such
as Rules Based Forms, Field Level Security, Alerts, Account & Holding Portfolio Management, and Deal Management, as well as powerful new enablement, productivity and security features:
- the ability to create complex calls plans, such as a one year plan that includes multiple touch points throughout the year (phone calls, email, account reviews, face-to-face meetings, birthday cards, etc.), and extension of the plans to multiple individuals or groups
- dynamic modification of the Relationship Tree to support AJAX allows users to include richer display information such as a photos (see image above), scanned business cards, PDFs of statements or other documents, data-driven graphics and more
- audit log tracking as a separate entity allows the GaleForce CRM system to leverage the advance search, find , sort and integrated reporting features offered by Microsoft Dynamics CRM
- tracking record changes, including when it was retrieved (read), created, updated, deleted, assigned, merged, and its set state (active/deactivated), as well as security level control to prevent unauthorized viewing
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