CRM

Case Study: Replacing Salesforce.com in FinServe with Microsoft Dynamic CRM

Provided by AKA and Microsoft

Category CRM

Type Case Study

Length 2

Publish Date August 10 2016

Date posted July 28 2017

Overview

Learn how a global leader in indexing and asset allocation strategies replaces Salesforce.com with Microsoft Dynamics CRM to build stronger connections with clients and clear a path for growth.

  • Robust activity tracking to allow for more effective marketing and sales opportunity management. 

  • Outlook Integration Dynamics CRM
  • Robust client tracking while keeping information secure

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