Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff
Automated workflows in CRM are the core of an investment advisor’s service model. Throughout the years, workflows embedded in the Customer Effective: FinServ solution built on the Microsoft Dynamics CRM …
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SAIA Announces Selection of Microsoft Dynamics CRM and Implementation Partner, Customer Effective
Saia, Inc. announced today that they have chosen Microsoft Dynamics CRM 2011 to enhance the company's sales and marketing efforts. Saia, is a less-than-truckload provider of regional, interregional, and guaranteed …
Investment Managers Increase Client Visibility and Reduce Operational Risk with Microsoft Dynamics CRM 2011
With the advent and evolution of new trading exchanges and electronic communication networks, asset management firms already know the importance of speed of execution and data accuracy. The lack of …
Become More Customer-Loyalty Focused With Microsoft CRM
Due to mounting competition and increasing client acquisition costs, extending customer loyalty is extremely important in today’s business environment. Compared to trying to penetrate new markets and find brand new …
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Private Equity Shops Rely on CRM 2011 to Improve Operational Efficiencies and Overcome Rising Scrutiny
The private equity industry now has over $1 trillion in total assets under management according to the New York Times. Despite its vast size and influence, the industry is being …
Provide Five-Star Service and Maximize the Value of Customer Relationships with CRM 2011
Recently, I came across the American Express® Global Customer Service Barometer from 2011, which reports on consumer sentiment concerning the state of customer service in America. Interesting survey findings include …
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Customer Effective: FinServ and Microsoft Dynamics CRM - A Growth Platform for Investment Banks
Despite the widespread interest and anticipation of the high-profile Facebook IPO, investment banking revenues have recently been declining. Fees from underwriting, capital raising, trading activity, mergers and acquisitions, corporate reorganizations, …
Customer Effective: FinServ; Liberating Users from Oracle Siebel CRM with Microsoft Dynamics CRM
In 2003, Siebel CRM was the clear market leader, with 45% CRM market share. 2003 was also the year Microsoft launched Dynamics CRM. The Microsoft Corporation was a Siebel user at …
Microsoft Dynamics CRM 2011: Using Marketing Lists to Control Contact Synchronization
One of the great features of CRM 2011 (and earlier versions too) is the ability to bring down contacts from CRM into your Outlook contacts folder. In CRM 2011 this …
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