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 […]
continue reading...Posts Tagged ‘Crowe’
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 […]
continue reading...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 […]
continue reading...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 […]
continue reading...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 […]
continue reading...14 Frequently Asked Questions About Microsoft Dynamics 365 Field Service
Dynamics 365 Field Service is a powerful addition to the Microsoft Dynamics 365 family, bringing amazing benefits for field service management. It can solve the top challenges faced by the modern field service organization. Read: Top 5 Challenges of Field Service and 10 Ways Microsoft Dynamics 365 Can Help From a more technical perspective, these are […]
continue reading...Top 5 Challenges of Field Service and 10 Ways Microsoft Dynamics 365 Can Help
Field service refers to the management of a company's resources employed at or en-route to the clients’ property. This could include locating vehicles, managing worker activity, scheduling and dispatching work, and more. Field service management is an important competitive advantage for companies that need to manage installation, service, or repairs of systems or equipment. In […]
continue reading...Functional Task Force and Reverse Training – Redefine Your Role in YOUR CRM Implementation
A CRM project will certainly fail if it does not receive the full support of those who will ultimately benefit from it…..the users. Call it user adoption or company buy-in but without it, your CRM implementation will feel like an up hill battle and ultimately will be a huge waste of money. With it, you […]
continue reading...8 Frequently Asked Questions About Outlook Client for Microsoft Dynamics 365
Why do we like the Outlook client in Microsoft Dynamics 365? The Outlook client eliminates the need to navigate and log into additional programs to access Microsoft Dynamics 365. You have full Dynamics 365 functionality and data, plus additional features. This saves a significant amount of time by eliminating the manual process of re-entering data. […]
continue reading...
