Home
|
Contact
|
Sales
|
Support
Why Choose GaleForce?
100% Out-of-the-Box
Works the Way You Work
Easily Customized
User Adoption
Third-Party Integration
CRM Solutions
GaleForce Solutions v4.0
CRM for Banking
CRM for Wealth Management
CRM for Investment Banking
CRM for Capital Markets
IndustryCRM Add-ons for Microsoft Dynamics CRM
GaleForce Solutions Data Importer
Microsoft Dynamics CRM
GaleForce Online CRM
Client Support
Maintenance & Support
Training Courses
Our Clients
Partners
GaleForce Partner Program
Our Solution Partners
Partner Training
Become a Partner
Microsoft
Find Out More
Contact Us
See a Demo
Schedule a Webcast
Get Product Info
About Us
Corporate Profile
Management Team
News
Social Responsibility
Careers
Contact Us
QUICK LINKS
Have a Question?
Ask the GaleForce Solutions team a quick question
and we'll get right back to you.
GaleForce eNews
Keep up to date with GaleForce Solutions and CRM for Financial Services news.
Click here to subscribe now.
PARTNERS
Home
>
CRM Solutions
>
IndustryCRM Add-ons for Microsoft Dynamics CRM
>
IndustryCRM Individual Add-ons
IndustryCRM Individual Add-ons
Alerts
This workflow feature notifies users through the UI of records requiring urgent attention. Alert criteria can be generated in real-time by external systems, internal custom processes, or manually by users.
Deal Management
Matches characteristics of large, complex transactions with interests of various potential opportunities, and allows users to identify and manage communications through CRM’s marketing module. This feature is used for coordination or syndication of multiple opportunities on deals of all types.
Relationship Tree
A unique feature that provides a complete view of customer relationships and their circles of influence, Relationship Tree utilizes the intuitive, Windows-based “tree” structure within the CRM interface.
This feature maps one-to-many and many-to-many relationships. The user can also create custom, parented entities, and link Relationship Tree to system tables.
Entities depicted in the Relationship Tree can include household, contacts, accounts, opportunities, and activities; custom relationships can also be established between clients/contacts and companies.