As wealth management firms try to stand out in the marketplace by improving customer satisfaction levels and customer loyalty, they look toward solutions that can deliver a holistic view of the customer and customer service functions while being easy to integrate into existing banking applications. For the wealth management firms Mainstay Partners interviewed, using Microsoft Dynamics CRM has helped them deliver improved service, create a customer-centric approach, build better client relationships, and gain competitive advantage.

Great excitement surrounds this integration tool for Microsoft Dynamics CRM 4.0 and Microsoft Dynamics GP 10.0.  This integration tool is easy to implement: wizard driven installation, system preparation tool, lightweight footprint that utilizes web services and eConnect and Web Service to web service integration.  The integration tool is easy to use - right out of …

Released! Microsoft Dynamics CRM 4.0 Adapter Read More »

As a Dynamics CRM user I’m always looking for ways to cut corners and slice time off manual processes.  For the past few years, I’ve been using Constant Contact to manage my company’s email communications.  Both CRM and Constant Contact provide great feature and functionality benefits, but natively they are not integrated.  I just discovered …

Integrate Constant Contact And Dynamics CRM! Read More »

So you know that your organization would benefit from a CRM solution - but now it's decision time. Not only do you need to pick a solution but you also need to pick a deployment method, either hosted Software as a Service (SaaS) or on-premise that you host yourself. There are a few basic indicators that should help you decide whether to go with hosted CRM or on-premise CRM.

Application frameworks like xRM and Microsoft SharePoint can provide robust custom built applications that will meet any requirement you can provide in Access or FileMaker Pro.  You will get the added value of integration with other Microsoft productivity applications and familiar outlook or web based interfaces to increase your ROI, ease of use and user …

Is xRM Your Next Move From Access Or Filemaker? Read More »

For years, CRM has helped businesses outside of the health industry successfully track customer relationships.  However, did you know that CRM can also help healthcare providers track patient relationships?  Healthcare workers today often face difficulties managing patient relationships because of manual processes and disconnected systems.  This can make follow-up care coordination, preventative care, etc. a challenge.  …

CRM For The Health Industry: Why It Is A Good Fit… Read More »

As mentioned in a previous post, Microsoft has released several CRM accelerators to help companies easily adapt CRM to meet their specific needs.  The Social Networking Accelerator allows you to capitalize on the power of Twitter to build your customer connections. Setting up your organization’s Twitter accounts through Dynamics CRM allows you to monitor and …

CRM Allows You To Join The Conversation And Build Your Customer Connections Read More »

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