Industry Expertise

Insurance

Integrated Agency Management with Microsoft Dynamics CRM

Integrating an agency management has never been easier with Microsoft Dynamics CRM. Solutionade provides solutions designed specifically for insurance agencies that broker employee benefits solutions; including group benefits, health, individual life and financial services.

With over one million users adopting CRM as their platform, Microsoft Dynamics CRM is Microsoft’s flexible, easy-to-use CRM solution. Solutionade leverages this powerful platform to enable insurance benefits advisers to manage the relationships, workflows and business needs most important for their insurance agency.

 Leverage the Power of the Platform

  • Improve operational efficiency and simplify cross-team collaboration by managing information around the relationships that matter most to your insurance agency—in one, familiar and intuitive system.
  • Leverage existing investments in technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
  • Embed and support insurance specific workflows to promote the behavior you want your brokers to follow and eliminate time-consuming administrative tasks.
  • Easily access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection.

Wealth Management

Tangible Performance Benefits for Wealth Management firms with Microsoft Dynamics CRM

Solutionade Wealth Management provides wealth advisors, family offices, and private and institutional wealth management firms with rich information about every client. And with greater insight into your client relationships you have a greater ability to proactively offer services and products custom tailored to individual needs and preferences.

With over one million users adopting CRM as their platform, Microsoft Dynamics CRM is Microsoft’s flexible, easy-to-use CRM solution. Solutionade leverages this powerful platform and designed custom elements specifically for wealth management firms allowing for effective client management, workflows to streamline business operations, and flexible portfolio management for better visibility into their most valuable asset—the client relationship.

Holistic View of Client Information

  • Quickly view client information from a global perspective with intuitive drill-down capabilities into product, historical client interactions, and service details.
  • Client segmentation of individuals, families, and organizations with actively managed portfolio accounts.
  • Integrated sales, marketing, and client support so portfolio managers, account managers, and financial advisors have a holistic view of all outbound and inbound client touches across the firm.
  • Manage relationships between related individuals for a holistic cross-generational family tree view.

Leverage the Power of the Platform

  • Improve operational efficiency and simplify cross-team collaboration by managing information around the client relationships that matter most to your firm—in one familiar and intuitive system.
  • Leverage existing investments in Microsoft technology and education with tight integration of Microsoft Outlook, Word, Excel, and SharePoint.
  • Implement client management workflows that eliminate time consuming administrative tasks.
  • Easily and securely access Microsoft Dynamics CRM from within Microsoft Outlook or any Internet connection.

Effective Client Management

  • Manage external client relationships with accountants, legal counsel, and advisors.
  • Manage associated legal instruments and related sub-documents.
  • Use auditing and field level security for regulatory compliance and client information privacy.

Streamline Portfolio Management

  • Real-time integration with 3rdparty portfolio management systems allow for updated client and portfolio information.
  • View dashboard summary of portfolio information, asset allocation, and reporting for a quick snapshot of each client’s portfolio account details.

Real Estate Investment

Equity Investments and Project Development with Microsoft Dynamics CRM

Solutionade Real Estate Investment Management provides an easier way to manage the huge amount of information necessary for a real estate investment professional to make informed decisions around their portfolio strategies.

Microsoft Dynamics CRM provides the framework to manage the complex relationships around the operational, financial and regulatory aspects of real estate tax credit investments.

With over one million users adopting CRM as their platform, Microsoft Dynamics CRM is Microsoft’s flexible, easy-to-use CRM solution. Solutionade leverages this powerful platform and designed custom elements specifically for real estate investment professionals looking to streamline business operations and provide better investment portfolio visibility.

Investment Partnership Management

  • Profile Investment Partnerships, investor interest, asset management fees and capital contributions.
  • Manage Operating Partnerships, investment and equity splits, Schedule K-1, federal and state tax credits.
  • Holistic view of Investment Partnerships, Operating Partnerships and Property relationships.

Holistic View of Property Information

  • Quickly view property information from a global perspective with intuitive drill-down capabilities into the property details.
  • Manage construction details, property management, insurance, financials and Form 8609 details
  • Segment unit mix, track rents and subsidy profiles.
  • Real time view of monthly and total occupancy rates by unit and percentage.

Leverage the Power of the Platform

  • Improve operational efficiency and simplify cross-team collaboration by managing information around the portfolio investments in one, familiar and intuitive system.
  • Leverage existing investments in Microsoft technology and education with tight integration of Microsoft Outlook, Word, Excel, and SharePoint.
  • Implement workflows that eliminate time consuming administrative tasks.
  • Easily and securely access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection.

 Effective Information Management

  • Manage external client relationships with accountants, legal counsel, and advisors
  • Streamline project management through scheduled activities and project tasks, reminders, workflows, and milestone status.
  • Centralized and structured document repository for legal agreements, applications, insurance policies, or any type of electronic document.
  • Employ auditing and field level security to ensure appropriate changes are tracked

Life Sciences

Innovation through Delivery Optimization with Microsoft Dynamics CRM

Companies in the life sciences industry can fully rely on Microsoft Dynamics CRM to readily meet the challenges with managing expanding industry complexities, streamline project management and secure access to important information across the product and service lifecycle.

Focused on streamlining projects and project tasks through milestone benchmarks, project tasks and pipeline management, contract research organizations in the pharmaceutical R&D market can be more productive by optimizing their process efficiencies and ultimately the value they provide to their strategic partners.

With over one million users adopting CRM as their platform, Microsoft Dynamics CRM is Microsoft’s flexible, easy-to-use CRM solution. Solutionade leverages this powerful platform and designed custom elements specifically for life sciences organizations looking to streamline business operations.

Early Discovery Process Management

  • Streamline and track labor-intensive tasks through work plans for effective project management and milestone review.
  • Visibility into scale-up, bio-processing procedures tracked against project milestones.
  • Flexible product and service catalog for consistency in project creation and client quoting capabilities.

Holistic View of Project Information

  • Employ workflow to streamline internal reviews of completed project tasks.
  • Associate biologic compound images with product codes for rich quoting or reference guidelines.
  • Dynamics queries and information lookup for quick segmentation and profiling.
  • Pipeline visibility and shortened sales cycles with real-time visibility into outstanding quotes and sales opportunity qualification stages.

Leverage the Power of the Platform

  • Improve operational efficiency and simplify cross-team collaboration by sharing client and prospect information from one centralized system.
  • Leverage existing investments in Microsoft technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
  • Implement workflows that eliminate time consuming administrative tasks.
  • Easily and securely access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection.

Effective Information Management

  • Manage external client relationships with labs, consultants, and manufacturers.
  • Streamline project management through scheduled activities and project tasks, reminders, workflows, and milestone status.
  • Centralized and structured document repository for legal agreements, applications, insurance policies, or any type of electronic document.
  • Employ auditing and field level security for regulatory compliance and information security.

Manufacturing

New Revenue Opportunities | Increased Productivity | Excellent Customer Service

Manufacturing companies can fully rely on Microsoft Dynamics CRM to streamline operations across sales, marketing, operations and customer support. Solutionade Manufacturing empowers your organization to measure your selling partner relationships, hunt for new business, cross-sell existing customers and deliver excellent customer service across the organization.

Solutionade Manufacturing focuses on organizations that manufacture products, sell directly and indirectly through distributors or manufacturers’ representatives and provide customer support for their manufactured products.

With over one million users adopting CRM as their platform, Microsoft Dynamics CRM is Microsoft’s flexible, easy-to-use CRM solution. Solutionade leverages this powerful platform and designed custom elements specifically for manufacturing companies looking to streamline business operations.

 Sales Channel and Opportunity Management

  • Connect processes across sales, marketing, operations and customer support.
  • Manage complex sales channel relationships and sales territories.
  • Facilitate daily sales activities and a regular sales operating rhythm for higher revenue / close rates.

 Marketing Programs and Intelligence

  • Target marketing campaigns to customer demand.
  • Provide sales channels with on-demand literature fulfillment requests.
  • Develop and implement collaborative marketing campaigns.

 Operations Management

  • Implement Corrective Action and Customer Satisfaction forms for ISO9000 compliance.
  • Track and quantify value-added services provided to end customers or manufacturer’s representatives.
  • Integrate CRM with back office accounting or ERP systems for real-time financial summary information.

Leverage the Power of the Platform

  • Improve operational efficiency and simplify cross-team collaboration by sharing client and prospect information from one centralized system.
  • Leverage existing investments in Microsoft technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
  • Implement workflows that eliminate time consuming administrative tasks.
  • Easily and securely access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection.

Professional services

Efficient Project Management and Service Delivery with Microsoft Dynamics CRM

Profitability requires that projects are estimated correctly and completed on time. Professional service organizations need to balance several moving parts while keeping everything in concert in order to be successful—project details, milestones, project tasks, resource utilization and billing—while meeting or exceeding customer expectations.

Powered by Microsoft Dynamics CRM, Solutionade Professional Services for Microsoft Dynamics CRM provides an integrated project management framework designed specifically for project based professional services organizations. Whether your organization provides services for IT / management consulting, executive search, advertising, legal, and accounting, real estate, construction, engineering or any other professional management services, Microsoft Dynamics CRM can help you.

 Streamline Project Management

  • Quickly view project information from a global or client perspective with intuitive drill-down capabilities.
  • Deliver end to end project management for any Professional Services firm.
  • Keep accurate time-keeping records at the resource, project, milestone and project task level.
  • Track and store electronic documents for consistent and logical record management and retrieval of Project Plans, SOW, and SLA’s.
  • Create Project templates for quick and easy project setup while maintaining consistency across each project.
  • Quickly view project status of actual time spent vs. budgeted time with real-time project status dashboards.

Leverage the Power of the Platform

  • Improve operational efficiency and simplify cross-team collaboration by managing project information around the relationships that matter most to your service delivery—in one, familiar and intuitive system.
  • Leverage existing investments in technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
  • Embed and support project management specific workflows and eliminate time-consuming administrative tasks.
  • Easily access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection.