Dynamics CRM for Vertical Industries

Three Ways A Bank Used CRM Automation to Eliminate Manual Processes

Banks are investors, but they also sell services. And individual bankers are paid commission on the services they sell. When it comes to long-term investing, clients may work with several different advisors along the way. So who gets the commissions? We worked with a bank whose policy was that the referring individual, the one that …

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Key Features of Microsoft Dynamics 365 Customer Service

One of the most powerful yet often ignored features of Microsoft Dynamics 365 is Customer Service. Customer Service allows you to increase customer satisfaction while reducing the amount of time and money spent on each support case or service call. Dynamics 365 empowers your team to: Set up cases Record all interactions related to a …

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Microsoft Dynamics 365 Field Service – Overview and Industry Focus

You may not be aware, but Microsoft Dynamics 365 has been a strong competitor in the field service management space for several years now. The Field Service Management software platform provides full work order management including: Full visibility to a customer’s service history including case and work order management Asset management to track configuration history …

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7 Ways The Right CRM Helps You Serve Your Banking Customers Better

The old adage about a bird in the hand being worth two in the bush rings true when you’re talking about nurturing existing client relationships. It’s less expensive and more efficient to cultivate the customers you already have while your marketing department helps you find new ones. This is especially true for retail banks and …

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Microsoft Power Apps Portals with Virtual Agents in Microsoft Dynamics 365 Customer Engagement: Key Takeaways

With more people working virtually, it is more important than ever to be there for your customers, anywhere, at any time. Empowering people, either inside or outside your organization, to securely access the information they need to engage with your company should be a strategic imperative for any organization. Today there are low code, no …

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How is Your Bank Planning to Get Ahead of the Coming Wave of Problem Loans?

These are unprecedented times, but we know the wave is coming. Every bank needs a strategy to get ahead of the coming wave of problem loans and work with your borrowers through tough times. At 2.15% as of Dec. 31, 2019, the percentage of problem loans was at a slightly higher starting point than before …

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Successful Banks Save Money by Bringing Marketing and Sales Together

When your sales team and your marketing team operate independently, managing leads and customers will be slower and cost more. CRM systems are no longer just for retail or business verticals, banks have the same need to manage customers. Implementing a CRM system for the banking industry is critical to serving your customers at every point …

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Three Interviews with Banking Industry Expert on Challenges, Trends and Technology

In recent weeks, we've spent time picking the brain of banking industry expert Tom Grottke, a highly regarded performance improvement consultant on the Crowe team. It was good to hear his take on the present and future state of the banking industry and the role of CRM software. Tom explained what he sees as the …

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How Banks and Lenders Can Grow Business By Knowing Customers in the Age of Social Distancing

In this time of social distancing and working remotely, the technology you choose and use to stay close and up to date with your customers is more important than ever. How do you get a complete view of your customers when you can’t meet with them in person? Having a full-function CRM (Customer Relationship Management) …

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The Tool Every Retail Banker Should Use To Serve Customers

There’s a tool owned by everyone from school children to executives. We’d like to make the case that retail bank employees can up their game and add value for their customers by using it for every interaction. What is this amazing tool? It’s your tablet. Picture this: A customer visits your bank branch for the …

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