Calendar 365 for Financial Services_ A Case Study

With a daily cap limit of $25 to $75 million, they wanted a solution that would help them
track every minute detail, including the team’s performance and activities.
Hence, Calendar 365!
It is an exclusive plugin that brings CRM data and calendars to one place.
Calendar 365: The Hero
Dynamics Calendar 365 helps our client manage all CRM operations directly from the
calendar. They can schedule new appointments, assign tasks or leads to specific employees,
and even track their activities in real-time with work reports and resource management
features.
Resource management further helps them color code the meetings/records and avoid
confusion. They can also create different dashboards based on the data they want to access.
Say they want to view the list of clients from a specific category (oilfield services), they can
customize it. Plus, they can change the layout of the calendar and even save it as a template
for future use.
With user-level configuration, they are able to add custom fields and attributes to the
calendar. The shared calendar features allow them to view calendars of different users.
Activity management simplifies the task of creating and assigning activities. They can even
view activity details while hovering on the task in the calendar.
The reminder feature keeps everyone in their team updated with the upcoming activities
and last-minute changes in the plan. With a work report, they can assess an individual’s
performance, like the tasks assigned and their completion status. This helps them analyze
individuals’ strengths and find ways to boost their productivity.
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