Recently, I have had the pleasure of working closely with an investment advisory firm that currently uses Microsoft Dynamics CRM 3.0. This multi-state RIA has established aggressive AUM growth targets and aspires to deliver a more high-quality, consistent client experience. To enable its operational processes to become more tightly aligned with its business strategy and [...]
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CRM is not just for Sales, Marketing and Services – Part 2! Have You Considered Using It As A Financial and Operational Automation Tool?
In a recent blog we highlighted how historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel. To expand on that blog, we want to have you think outside the box again and consider using CRM for financial and operational process automation as well. This is because one of the [...]
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