To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM. 

This webcast demonstrates how Microsoft Dynamics CRM can be used to capture and manage structured and unstructured sales and marketing customer data within a single, integrated system can help increase your organization's return on investment. 

Bring the two most powerful information systems in your business together more intuitively and more completely than ever before. Microsoft Dynamics and the Microsoft Office system work together in new ways to help workers reach the information and people they need to be productive and deliver excellent customer service. 

This white paper will review the obstacles to making business development a team sport and then will present best practices around people, process and technology for aligning the sales and marketing organization. 

View this webcast to see how that Microsoft Dynamics CRM 4.0 gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post sales. 

Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent. 

Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously. 

By automating and streamlining financial, customer relationship and supply chain processes, Microsoft Dynamics brings together people, processes and technologies, increasing the productivity and effectiveness of the business, and helping drive business success. Explore the Microsoft Dynamics Customer Model and how it's reflected in this software. 

Watch this webcast to learn the concrete ways Microsoft Dynamics CRM can help you attain a 360-degree view of your customers. 

Join Microsoft Dynamics CRM technology evangelist Phillip Haase in this webcast to learn about the Microsoft strategy and investments in enterprise CRM solutions and to understand how these solutions address the requirements for users, management, and IT. 

Watch this webcast to learn how Microsoft Dynamics CRM can help you develop and strengthen profitable customer relationships. 

This webcasts examines the trends, best practices, and competitive advantages of the customer-centric enterprise. Following the discussion with Martha Rogers, we find out how the Portland Trail Blazers have taken advantage of Microsoft Dynamics CRM to improve sales and grow their customer base. 

View this webcast to discover how Microsoft Dynamics CRM can help you transform customer service into a strategic business asset.