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

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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Using CRM for Case Management in Health & Human Services: How the VA and ACF are Bridging the Gap in their Networks of Care

Health and human services (HHS) programs are constantly battling with maintaining effective networks of care, and while they might be providing different services to different audiences, many of they have many challenges in common. Programs are typically delivered by a…

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Blog Article

How to Connect Power BI to Microsoft Dynamics CRM Online

Here is a quick tutorial on connecting Power BI to Microsoft Dynamics CRM Online. This will get you up and running quickly to create simple dashboards in Power BI using your Dynamics CRM data. First, if you don’t already, download Power BI…

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Blog Article

Utilizing CRM as an Operational Platform: 6 Goals a Financial Services Firm Accomplished with Microsoft Dynamics CRM

To get exactly what you’re looking for, sometimes you have to think outside the box. If you’re willing to do it, the results can be pretty astounding. This applies to technology—especially for businesses with very specific needs. Point solutions—for financial…

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