To facilitate and manage communication and services to Risk Pool Members, prospective members, and business partners, the CrossMark solution includes a CRM (Customer Relationship Management) component based on Microsoft Dynamics CRM, configured and customized to include the following capabilities.
Data management configured specifically for the structure of a Risk Pool (i.e. Members, Non-Members, Prospective Members, Vendors, Contacts)
Advanced Contact management supporting individuals spanning multiple Organizations and roles
Pool membership tracking
Distribution list definition, management, and on-going usage for single or bulk email communication
Boards and Committees definition, management, and communication
Risk pool service definition, management, and communication
And all of the great capabilities Microsoft Dynamics CRM provides!
Outlook via CRM Connector
Windows Integrated Security