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Delivered Through Microsoft Outlook to increase user adoption

Delivered Through Microsoft Outlook to increase user adoption. EnAct can also be accessed through a secure browser session. Pre-Built configurations to support the discreet needs of each line of business.

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Delivered Through Microsoft Outlook to increase user adoption

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  1. Delivered Through Microsoft Outlook to increase user adoption

  2. EnAct can also be accessed through a secure browser session

  3. Pre-Built configurations to support the discreet needs of each line of business

  4. Track in CRM allows for seamless integration with appointment scheduling, and client communications

  5. Online “To Do List” organizes outstanding work items for each user

  6. Integrated goal management identifies successes and coaching opportunities

  7. Integrated summary pipeline analysis

  8. Detailed opportunity analysis

  9. Online call reporting

  10. 360 Customer View including account detail and all client communications

  11. Pre-Configured Needs Based Profile form to gather valuable client information

  12. Allows for referrals to be easily entered and tracked across each line of business

  13. Easily track and store all client contact

  14. Integrate centralized marketing efforts

  15. Also supports local campaigning to capture the nuances of each market

  16. EnAct Value Proposition Enabling people to execute processes and routines through the effective use of skills, supporting tools and technology A balanced and holistic approach to sales and relationship building • Institutionalize best practices from C-suite to front-line • Proven Methodology – codified common sense • Supporting technology World class platform • Massive Microsoft R&D investment in the “plumbing” • Unparalleled integration with MS Outlook & Office • Leverage more Microsoft technologies in future Exclusive industry focus on banking • Retail Banking • Commercial Banking • Private Banking / Wealth Management

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