Microsoft is rolling out an update 1.4 to its Social Engagement tool that integrates with Dynamics CRM. The update adds several key features to Microsoft Social Engagement that Social Media Managers have been […]
There are many great ways to use Insights from within Dynamics CRM, but with it being April, I feel it's the time to do a little spring cleaning. If you […]
One of the most interesting features of Dynamics CRM 2016 is the Interactive Service Hub. The interactive service hub seems to be a preview of more changes to come - all […]
As wealth management firms try to stand out in the marketplace by improving customer satisfaction levels and customer loyalty, they look toward solutions that can deliver a holistic view of the customer and customer service functions while being easy to integrate into existing banking applications. For the wealth management firms Mainstay Partners interviewed, using Microsoft Dynamics CRM has helped them deliver improved service, create a customer-centric approach, build better client relationships, and gain competitive advantage.
Wealth Management Firms Choose Microsoft Dynamics