Managing Investor Relations
Managing relationships is all about having key information easily available when you need it and Microsoft Customer Relationship Management (CRM) has been specifically designed to deliver this.
Microsoft CRM is the fastest growing CRM product in the market and business insights group have adapted it to provide a solution focused specifically on the needs of individuals and teams that are responsible for managing Investor Relations. Our solution provides:
- Storage of all investor related data in one central location
- Tracking of all investor activity (telephone calls, emails, letters) at Contact and Company level with easy access to the data
- Offline access to all the investor data
- Tracking of investor meeting information, (meeting minutes, share price, presentation data) along with full attendee details
- Custom reporting, especially from the investor meeting perspective
- The ability to email multiple contacts simultaneously and record the email activity against each contact automatically