Over the last 4 years the Dialog CRM practice has deployed solutions in a wide range of government agencies and industries.
Complaint & Compliance Investigation Agencies
The Dialog CRM practice has designed, developed and deployed a number of xRM based solutions in this area for State and Federal Government. These applications deal with the processing, investigation and resolution of a wide range of incident, complaint and case management solutions where stringent and rigorous processes are required to track the manage the handling of sensitive and secure information.
- Assessment and decision
- Investigation plans
- Property seizure and continuity
- Brief of evidence
- Conflict of interest management
- Security & restricted access
- Compliance management
- Integrated document management
Education
Dialog has supplied staff, student and entity tracking solutions to a number of education projects across a range of educational institutions.
- Contact tracking and integration with external data sources.
- Tracking new contact leads, course enrolment and deliver of courses.
- Teacher registration system for online applications, registrations and guild or institute membership.
- Teacher registration system for tracking of childcare providers.
Financial Services
The Dialog CRM practice continues to provide the financial services area with compliance and financial planner audit solutions.
- Track the activities of fnancial planners
- Report on KPI activities and link to sales results.
- Manage the relationships between accountants, financial advisors and investment brokers.
- Financial planner audits & compliance management
- Training course management and reporting
Sales and Marketing
In the traditional area of sales automation Dialog CRM practice has worked with a number of clients to streamline the sales process in call centres, event management and after sales services.
- Sales Tracking & process automation.
- Service case management Sales staff management
- Event, contract and ticket based sales and marketing
- Audio hearing integration with medical equipment
- Tracking appointments and results.
- Events & seminars
- Advertising & marketing
Institutes Clubs & Associations
Dialog CRM has worked with a number of membership organisations who need to track and manage memberships, renewals, events and fees.
- Membership & renewals on web portals
- Corporate sales & merchandising
- Delivery of training courses & seminars
- Certification & fees