CRM solutions for the Banking & Finance Industry

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From lead to contract!

At BeeDigital, we understand the importance of streamlined processes in the finance and banking industry. That’s why we offer top-notch CRM solutions to help businesses manage their sales cycle efficiently, from lead to contract. Our solution streamlines the sales process, making it easier for businesses to keep track of their leads and customers, manage interactions, and close deals faster. With features like lead capture, opportunity management, and contract management, our CRM solution is the perfect tool to boost your sales and help your business grow.

By automating repetitive tasks and providing a single source of truth, our solution frees up valuable time and resources, allowing businesses to focus on what really matters: their customers. Whether you’re a small start-up or a large enterprise, our bees are here to help you achieve your sales goals and reach new heights of success. With CRM, the sales process is made smoother and more effective, leading to increased sales and customer satisfaction.

Banking Accelerator


The Banking Accelerator, a pre-built industry solution for finance and banking companies, is a key component of the Microsoft Dynamics 365 platform. This solution was specifically designed to deliver maximum value to finance and banking companies, by streamlining implementation and offering pre-configured business processes and data models.

In practice, the Banking Accelerator can help finance and banking companies in several ways. For example, its pre-configured lead management process enables companies to quickly capture and prioritize leads, increasing the chances of converting them into customers. With its integrated financial services data model, companies can gain a complete view of each customer’s financial situation, making it easier to offer personalized products and services. The automated contract management process streamlines contract generation and signature, reducing manual effort and increasing accuracy.

ERP Integration


As a leader in delivering cutting-edge solutions, we bring to finance and banking companies the ERP integration solution through various technologies. With this integration, companies can automate and streamline their financial, supply chain, and other critical business processes, while gaining real-time visibility into their data. By leveraging the power of automation, finance and banking companies can achieve greater efficiency, improve decision-making, and drive growth.

For example, with real-time access to financial data, companies can make informed decisions about their business operations. The integration of supply chain processes enables companies to manage their procurement and inventory more effectively, improving their overall supply chain efficiency. And with automated financial processes, companies can reduce manual effort, increase accuracy, and improve their financial close process.

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