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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Crowe CRM for Banking’

4 Ways the Right CRM System Can Help Banks Attract New Core Deposits

The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]

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Crowe CRM for Banking – Know Your Customers and Grow Your Business

With a bank on every corner, and even in supermarkets, smart bankers are looking for ways to earn customers, increase revenue, scale down expenses, and remain competitive. Making wise use of technology is a good way to achieve these objectives. Microsoft Dynamics has long been at the forefront of ERP (Enterprise Resource Planning) and CRM […]

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4 Important CRM Dashboards Every Banker Needs

Our goal is to help banks make better decisions, streamline operations, manage data and information more effectively, and ultimately build a better bottom line. After working with 1,800 financial services organizations across the country, including more than two-thirds of the top 100 U.S. banks we know they all want fast, efficient access to data. Based on […]

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Does Your CRM System Allow You to Treat Your High Value Customers as Highly Valued?

The evaluation of customers is an important part of any business.  For decades banks have been analyzing customer data trying to determine which customers are the most “valuable.”  Many different systems have been used over the years, each with their pros and cons. Here are some examples: A, B, C subjective ranking where people inside […]

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How Banks Can Incite Employees to Track Referrals in the New CRM System

A CRM system is only valuable if it is used. It doesn’t matter which system you selected, or how much money you spent; if the information it contains is not updated, current, and trustworthy, it will do you no good. In fact, it can actually cause more harm than having no system at all. And […]

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How the Right CRM System Helps Banks Identify Star Employees

How good are your team members at referring customers to other services offered by your bank to expand your “share of wallet”? With the right CRM system, you can run activity reports based on employees. You can see how many referrals they have attempted to make, if the prospects were qualified or not, and if […]

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