Marketing & Customer Relationship Management
Framework’s marketing and CRM module has been designed specifically for investment executives to record all of their contact and activity records.
Among the benefits of the module are:
- all contact data can be seen as a 'corporate rather than a personnel asset', this is a good example of the whole being worth more than the sum of the parts
- the ability to identify 'who knows whom' so that anyone meeting an external party can see any existing relationships and the activity between the parties
- easy identification of 'who is responsible' for each company and contact so that marketing and relationship development activities can be monitored
- an easily accessible 'corporate memory' of all activities and events
- improved efficiency of administering contact records, managing events and updating hand held devices
The Marketing & CRM module provides the company and contact database to manage all reciprocity, fund raising, and deal flow activities.
The Marketing & CRM module can be used in conjunction with the Portfolio and Fund Administration & Accounting modules to record Partner and Investment details.
The module is tightly integrated with MS Office 2003 and 2007, email and diary entries can be reflected in either system regardless of where entered.
For a summary of the functionality provided click here.
