Previously, I have highlighted how Microsoft Dynamics CRM workflows help streamline and automate various client onboarding and client service processes in the Wealth Management arena. Today, I wanted to focus […]
Articles By: Hitachi Solutions
Leveraging Microsoft Dynamics CRM for Health Insurance Exchanges
As the old saying goes “Change is the only constant”. This is especially the case with Health Plan Carriers these days. The Affordable Care Act aims to provide consumers with […]
Dynamics CRM in the Contact Center - Keeping Multiple Source System Data in Sync - First in Series
“Customer data integration (CDI) is receiving increased attention as companies realize that basic CRM alone has failed to deliver the single view they expected, because of the numberof systems involved […]
4 Steps to Improve Data Consolidation Using Microsoft Dynamics CRM
We often hear from business executives about their concerns with duplicate systems and duplicate data sets. We also hear the desire to create or improve “a grand all-encompassing data warehouse” so […]
Top of the Wave; Microsoft Dynamics CRM Ranked as a Leader in Three Different 2012 Forrester CRM Reports
Forrester recently published its three 2012 CRM Waves: The Forrester Wave: CRM Suites For Large Organizations, Q3 2012, The Forrester Wave: CRM Suites For Midsize Organizations, Q3 2012 and The […]
Is It Time for an Upgrade to Microsoft Dynamics CRM?
Most forward-thinking firms devote extreme time, energy, and focus to executing their CRM strategic initiatives, defining and re-engineering their business processes, and setting up and customizing their chosen CRM software […]
Drastically Reduce Client Acquisition Costs and Cost of Sales with Microsoft Dynamics CRM
When leading firms justify or promote their investment in CRM, they often cite how their CRM software platform and firmwide client-focus strategic initiative help them achieve significant gains in revenue, […]
Harte-Hanks Trillium Software and Customer Effective Announce Partnership at Microsoft's Worldwide Partner Conference
Trillium Software®, a business of Harte-Hanks®, Inc. (NYSE:HHS) and a leading provider of Total Data Quality™ solutions, and Customer Effective, a leading national Microsoft CRM consulting firm, announced today at […]
Customer Effective: Retail Banking Releases Video, “A Day in the Life of a Branch Manager using CRM 2011"
Customer Effective: Banking was built specifically to address the unique challenges of both retail and commercial banks. A unified view of all customers and account activities enables all staff with […]
Customer Effective Honored as Microsoft’s East Region CRM Partner of the Year for a Third Consecutive Year
Customer Effective announces their selection as the 2012 Microsoft Dynamics CRM Partner of the Year for the East Region. This marks the third consecutive year Customer Effective has received this […]
Leveraging Microsoft Dynamics CRM for Health Insurance Exchanges
As the old saying goes “Change is the only constant”. This is especially the case with Health Plan Carriers these days. The Affordable Care Act aims to provide consumers with […]
Dynamics CRM in the Contact Center - Keeping Multiple Source System Data in Sync - First in Series
“Customer data integration (CDI) is receiving increased attention as companies realize that basic CRM alone has failed to deliver the single view they expected, because of the numberof systems involved […]
4 Steps to Improve Data Consolidation Using Microsoft Dynamics CRM
We often hear from business executives about their concerns with duplicate systems and duplicate data sets. We also hear the desire to create or improve “a grand all-encompassing data warehouse” so […]
Top of the Wave; Microsoft Dynamics CRM Ranked as a Leader in Three Different 2012 Forrester CRM Reports
Forrester recently published its three 2012 CRM Waves: The Forrester Wave: CRM Suites For Large Organizations, Q3 2012, The Forrester Wave: CRM Suites For Midsize Organizations, Q3 2012 and The […]
Is It Time for an Upgrade to Microsoft Dynamics CRM?
Most forward-thinking firms devote extreme time, energy, and focus to executing their CRM strategic initiatives, defining and re-engineering their business processes, and setting up and customizing their chosen CRM software […]
Drastically Reduce Client Acquisition Costs and Cost of Sales with Microsoft Dynamics CRM
When leading firms justify or promote their investment in CRM, they often cite how their CRM software platform and firmwide client-focus strategic initiative help them achieve significant gains in revenue, […]
Harte-Hanks Trillium Software and Customer Effective Announce Partnership at Microsoft's Worldwide Partner Conference
Trillium Software®, a business of Harte-Hanks®, Inc. (NYSE:HHS) and a leading provider of Total Data Quality™ solutions, and Customer Effective, a leading national Microsoft CRM consulting firm, announced today at […]
Customer Effective: Retail Banking Releases Video, “A Day in the Life of a Branch Manager using CRM 2011"
Customer Effective: Banking was built specifically to address the unique challenges of both retail and commercial banks. A unified view of all customers and account activities enables all staff with […]
Customer Effective Honored as Microsoft’s East Region CRM Partner of the Year for a Third Consecutive Year
Customer Effective announces their selection as the 2012 Microsoft Dynamics CRM Partner of the Year for the East Region. This marks the third consecutive year Customer Effective has received this […]