Calendar 365 for Financial Services_ A Case Study

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With a daily cap limit of $25 to $75 million, they wanted a solution that would help themtrack 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 HeroDynamics Calendar 365 helps our client manage all CRM operations directly from thecalendar. 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 managementfeatures.Resource management further helps them color code the meetings/records and avoidconfusion. 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 cancustomize it. Plus, they can change the layout of the calendar and even save it as a templatefor future use.With user-level configuration, they are able to add custom fields and attributes to thecalendar. The shared calendar features allow them to view calendars of different users.Activity management simplifies the task of creating and assigning activities. They can evenview activity details while hovering on the task in the calendar.The reminder feature keeps everyone in their team updated with the upcoming activitiesand last-minute changes in the plan. With a work report, they can assess an individual’sperformance, like the tasks assigned and their completion status. This helps them analyzeindividuals’ strengths and find ways to boost their productivity.appjetty@gmail.com
Multi-language support, customer calendar, activity filtration, mobile compatibility are a fewof the other features that help them, and their team stick to the schedules and achievedesired goals.If you want to boost your team’s productivity, now is the time. Bring in Calendar 365 andstreamline your business operation, in addition to saving costs and resources.Try Calendar 365All product and company names are trademarks, registered® or copyright© trademarks oftheir respective holders. Use of them does not imply any affiliation with or endorsement bythem.The Article is originally published on:https://www.appjetty.com/blog/calendar-365-financial-services-case-study/Social Links:appjetty@gmail.com
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Calendar 365 for Financial Services_ A Case Study

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