Make “Know Your Client” Compliance Easier with CRM
Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? …
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One Thing 90% of CRMs Don’t Have (That Yours Needs)
I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not …
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3 Things You Need Before You Get a CRM [Video]
CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap …
Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter
Microsoft launched new datacenters in South America, Australia, Japan, India, and Canada. With the introduction of these new datacenters, you now have the opportunity to move your existing CRM Online …
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Understanding Dynamics CRM Online vs. On Premises Update Cycles
There are a lot of things to consider when choosing whether to deploy Microsoft Dynamics CRM Online or On Premises. Up-front costs, reporting requirements and migration are the most common, …
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Hands-On Impressions of Dynamics CRM 2015 Spring Release
We’ve had access to Microsoft Dynamics CRM 2015 Spring Release for a few months now. During the lead-up we were swooning over some of the new features but, now that …
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