Elite wealth management firms utilizing Microsoft Dynamics CRM 2011 pride themselves on providing outstanding client service that exceeds industry standards. Their dedicated commitment to a client-first strategy and a richer […]
Articles By: Hitachi Solutions
Investment Managers Increase Client Visibility and Reduce Operational Risk with Microsoft Dynamics CRM 2011
With the advent and evolution of new trading exchanges and electronic communication networks, asset management firms already know the importance of speed of execution and data accuracy. The lack of […]
Overcome a Chaotic Tax Season and Deepen Client Relationships with Microsoft Dynamics CRM
As tax season winds down, financial advisors are coming off one of their busiest times of the year. Over the past few months, many client meetings and calls have not […]
Creating a Market Monitor Dashboard in Microsoft Dynamics CRM 2011 in 3 Easy Steps
Thanks to the ease of adding web pages and scripts to forms and dashboards in Microsoft Dynamics CRM 2011, I was recently able to quickly create a Market Monitor Dashboard. […]
Microsoft Dynamics CRM is the Key to Reconnecting and Becoming Customer-Centric
Due to the new challenging economic realities of the global hyper-competitive environment, many firms are desperately trying to sustain performance levels and keep customers happy. As customer expectations rise and […]
Preparing a SQL Server Reporting Services (SSRS) Report to Use Filtering and Fetch XML in CRM 2011
Sooner or later, you will come across a more complicated report than can be handled in the report wizard or with custom views in CRM 2011. No problem, just write […]
Microsoft Dynamics CRM: By the Numbers
The 16th version of Microsoft Dynamics Convergence has come and gone and below are some numbers I have collected from various sources and speakers this week. Taken as a whole, […]
Become More Customer-Loyalty Focused With Microsoft CRM
Due to mounting competition and increasing client acquisition costs, extending customer loyalty is extremely important in today’s business environment. Compared to trying to penetrate new markets and find brand new […]
Scheduling Recurring Goals in Microsoft Dynamics CRM 2011
In my previous post, I discussed using goals to enable rollup notifications in Microsoft CRM. One piece of feedback that I get when I tell people about the goal functionality […]
Upcoming Webinar: How Wealth Management Firms Use Microsoft CRM to Grow their Advisory Business
Bloomberg BusinessWeek reports that 2011 was the fifth year in a row in which investors withdrew more money from U.S. equity funds than they deposited. In fact, withdrawals for last […]
Investment Managers Increase Client Visibility and Reduce Operational Risk with Microsoft Dynamics CRM 2011
With the advent and evolution of new trading exchanges and electronic communication networks, asset management firms already know the importance of speed of execution and data accuracy. The lack of […]
Overcome a Chaotic Tax Season and Deepen Client Relationships with Microsoft Dynamics CRM
As tax season winds down, financial advisors are coming off one of their busiest times of the year. Over the past few months, many client meetings and calls have not […]
Creating a Market Monitor Dashboard in Microsoft Dynamics CRM 2011 in 3 Easy Steps
Thanks to the ease of adding web pages and scripts to forms and dashboards in Microsoft Dynamics CRM 2011, I was recently able to quickly create a Market Monitor Dashboard. […]
Microsoft Dynamics CRM is the Key to Reconnecting and Becoming Customer-Centric
Due to the new challenging economic realities of the global hyper-competitive environment, many firms are desperately trying to sustain performance levels and keep customers happy. As customer expectations rise and […]
Preparing a SQL Server Reporting Services (SSRS) Report to Use Filtering and Fetch XML in CRM 2011
Sooner or later, you will come across a more complicated report than can be handled in the report wizard or with custom views in CRM 2011. No problem, just write […]
Microsoft Dynamics CRM: By the Numbers
The 16th version of Microsoft Dynamics Convergence has come and gone and below are some numbers I have collected from various sources and speakers this week. Taken as a whole, […]
Become More Customer-Loyalty Focused With Microsoft CRM
Due to mounting competition and increasing client acquisition costs, extending customer loyalty is extremely important in today’s business environment. Compared to trying to penetrate new markets and find brand new […]
Scheduling Recurring Goals in Microsoft Dynamics CRM 2011
In my previous post, I discussed using goals to enable rollup notifications in Microsoft CRM. One piece of feedback that I get when I tell people about the goal functionality […]
Upcoming Webinar: How Wealth Management Firms Use Microsoft CRM to Grow their Advisory Business
Bloomberg BusinessWeek reports that 2011 was the fifth year in a row in which investors withdrew more money from U.S. equity funds than they deposited. In fact, withdrawals for last […]