Insights

Blog Article

Why Did a Financial Services Firm Replace Salesforce.com with Microsoft Dynamics CRM? Here are 7 Good Reasons

Research Affiliates partners with the world’s leading financial institutions—which offer ETFs, mutual funds, and separately mingled and comingled accounts—to deliver solutions in indexing and asset allocation strategies. This dynamic organization is a global leader because of its innovative approach and…

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Blog Article

The Top 8 Dynamics CRM 2016 Spring Wave Capabilities for Enhancing Customer Experience.

It’s just around the corner; Microsoft Dynamics CRM 2016 Spring Wave will be available in Q2 for online customers. The spring wave will build upon Dynamics CRM 2016 which was released in November of 2015 and included quite a few…

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Blog Article

Microsoft Dynamics CRM 2016: Why Customers Love It

As you probably know, Microsoft Dynamics CRM 2016 was released at the end of 2015. Now that customers have had the opportunity to work with it, what do they think? So far, this new release is generating some excitement—from both…

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Blog Article

Replacing a Legacy CRM System in a Large, Complex Investment Management Firm: Crucial Success Factors

You’ve been using the same legacy CRM system for years, and it has served your company well. But somewhere along the way, things started slipping. Suddenly, you find yourself questioning whether that system is still an asset to your organization—or…

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Blog Article

Automating Case Management with CRM in Health & Human Service: Bridging the Gaps in Networks of Care

Today’s health and human services agencies are under more pressure than ever before. They are tasked with serving a steadily growing number of participants due to economic factors and enrollments through the Affordable Care Act. And there is more demand…

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Blog Article

7 Ways Financial Services Firms Are Using CRM to Create Competitive Differentiation

The implementation of a CRM system has helped countless companies better serve their customers and make their internal processes more efficient – saving them both time and money. Financial services firms are no different in that they can benefit from…

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