Are you drowning in spreadsheets?
Each year, there’s the predictable influx of last minute investment applications. And typically, a spreadsheet is used to record the vast amounts of information generated by each application.
Even after doubleand triple checking, mistakes happen, and we see up to 15% of applications returned due to missing or inaccurate information.
It’s a scenario that’s familiar to every provider of Enterprise Investment Schemes (EIS).
Is there a better way?
Yes. Our CRM cloud solution, built on Microsoft Dynamics, is revolutionising the EIS process. It combines our knowledge of investment schemes together with an industry leading data management solution that releases you from the constraints (and regulatory nightmare) of Excel.
The EIS CRM platform cuts the time you need to fill gaps in information and reduces the resources required to manage each investor, their connected intermediaries, and the flow of requests.
With an automated flag for each investor, manual checking time is eliminated.Cost effective to deploy and easy to use, our EIS CRM platform boosts your productivity to increase the number of applications you can manage.
Customer success story: Towerstone Partners
Towerstone Partners specialises in the Private Equity, Venture Capital and Project Finance markets. Before the introduction of a CRM system, several of Towerstone’s clients used Excel spreadsheets for all their client records, sales activities and product information. This didn't provide a consolidated view and relied on team members having to update specific records.
“Over reliance on spreadsheets reached a point where it became a real headache. Thanks to Serversys, Towerstone can now deliver critical business services to clients in a completely new and efficient way.”
Rodney Green, Head of Sales Administration, Towerstone Partners
As financial service specialists, we understand the need to operate with transparency, compliance and security without losing the personal touch that’s vital to relationship management.
We’ve been delivering business productivity solutions including Microsoft Dynamics CRM for over 15 years, enabling financial organisations to better serve their customers and grow their operations.