Home
»
Microsoft Dynamics CRM
»
CRM Software Blog
»
All Tags
»
Florida/Georgia Microsoft Dynamics CRM Partner
Browse by Tags
About Microsoft Dynamics CRM
Choosing a Microsoft Partner
Compare CRM Packages
CRM 2011
CRM for Financial Services
CRM for Financial Services Partner
CRM for Investment Banks
CRM Software Selection Tips
Customer Relationships
Dynamics CRM for Customer Service
Dynamics CRM for Vertical Industries
Dynamics CRM Success Stories
Microsoft CRM
Microsoft CRM 2011
Microsoft CRM and Customer Service
Microsoft CRM for Asset Managers
Microsoft CRM for Financial Services
Microsoft CRM for Investment Banking
Microsoft CRM v. Oracle Siebel
Microsoft CRM Wins
Microsoft Dynamics CRM
Microsoft Dynamics CRM Partners
Related Posts
Blog Post:
Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff
CRM SoftwareBlog
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 platform have helped many wealth management firms develop enduring and scalable practices. Whether...
on
7 Dec 2012
Blog Post:
SAIA Announces Selection of Microsoft Dynamics CRM and Implementation Partner, Customer Effective
CRM SoftwareBlog
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 services covering 34 states and is one of the first LTL carriers to utilize this...
on
7 Jun 2012
Blog Post:
Investment Managers Increase Client Visibility and Reduce Operational Risk with Microsoft Dynamics CRM 2011
CRM SoftwareBlog
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 real-time accurate data on the trading desk can result in fund traders making erroneous trading decisions...
on
13 Apr 2012
Blog Post:
Become More Customer-Loyalty Focused With Microsoft CRM
CRM SoftwareBlog
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 customers, it is much easier to cross-sell, upsell, and retain existing highly satisfied...
on
28 Mar 2012
Blog Post:
Private Equity Shops Rely on CRM 2011 to Improve Operational Efficiencies and Overcome Rising Scrutiny
CRM SoftwareBlog
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 forced to adjust to an extremely challenging environment, even excluding any mention of it in the context of a presidential...
on
24 Feb 2012
Blog Post:
Provide Five-Star Service and Maximize the Value of Customer Relationships with CRM 2011
CRM SoftwareBlog
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 the following: Consumers will tell 16 people about subpar service encounters. Conversely...
on
22 Feb 2012
Blog Post:
Customer Effective: FinServ and Microsoft Dynamics CRM – A Growth Platform for Investment Banks
CRM SoftwareBlog
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, and restructurings of equity and debt have all...
on
19 Feb 2012
Blog Post:
Customer Effective: FinServ; Liberating Users from Oracle Siebel CRM with Microsoft Dynamics CRM
CRM SoftwareBlog
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 that time. Aside from the obvious best-practice of ‘drinking the Kool-Aid’, the Microsofties were tired of a system that...
on
13 Feb 2012