In my last blog, I talked about how Dialogs and Connections can be useful to Investment Bankers who use CRM. Another example of using Connections and Dialogs comes from the …
Asset Management: Making Connections in CRM 2011 with Dialogs Read More »
Posts Tagged ‘Microsoft CRM for Asset Management Firms’
Mine and Nurture Investor Relationships in a More Targeted and Informed Manner with Microsoft Dynamics CRM 2011
Fresh off the best stock market first quarter rally since 1998, today’s top-tier investment managers have outgrown cumbersome spreadsheets and inflexible, standard contact management systems. To better support AUM growth …
