EnAct™
Increase revenue by optimizing your sales automation and management efforts with EnAct powered by Microsoft Dynamics® CRM. By providing an enhanced end-user experience, you will shorten sale cycles, increase close rates and retain your valuable customer relationships.
In the current environment, more than ever, disciplined execution of sales strategy will distance the best banks from those that struggle to survive. Despite a challenging economy, there is opportunity for aggressive organic growth for banks of all sizes. However, capturing new market share while securing and deepening existing customer relationships requires a systemic approach enabled by technology that connects your enterprise and facilitates collaboration.
Our exclusive industry focus and unparalleled breadth of expertise in technology for banks allows us to offer a sales management solution tailored to meet the specific needs of a financial organization.
EnAct provides specific role-based user profiles for:- Retail Bankers/Mortgage Specialists
- Commercial Bankers/Treasury/Cash Management Specialists
- Wealth Managers/Trust Officers/Private Bankers
What’s more, EnAct combines the purpose-built banking functionality of an industry solution with all the powerful capabilities and flexibility of Microsoft’s highly acclaimed, enterprise-ready Dynamics CRM platform.