Business Management

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

Provided by Microsoft

Category Business Management

Type Case Study

Length 2

Publish Date July 28 2017

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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