Dynamics is an easy-to-use tool that allows effective monitoring of clients
Rating: 8 out of 10
Use Cases and Deployment Scope
It is an effective follow-up tool for the client portfolio, allowing to make a profile of these, in order to determine the cross-selling of used or used products, adapting them to the needs of the clients. It is friendly, with complete reports and a graphical interface that facilitates the understanding of the tool.
It is ideal how it is integrated with other Microsoft applications, especially email tracking. The learning curve is relatively fast, allowing a better use of the resource.
As described above, it allows it to be a tool for easy implementation, improving response times, integrating with the company's operating platforms, and facilitating the monitoring of the client portfolio.
Pros
- Visually friendly for the end user, maintaining the most common design style for workers
- The adaptation time and the learning curve is relatively shorter than other similar applications
Cons
- The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
- Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
- Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
- Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
Likelihood to Recommend
It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.