Windows in Financial Services Article - Customer Effective – Elevating Microsoft CRM to Maximize Performance Through Continued Innovation

Viewpoints: An Inside Look at Innovative Business Models

Jerry Seinfeld’s punch line in one of his routines is “who are these people?” That is a question that every organization deploying CRM software should ask as well. But they need to know more than the who. With a plethora of data and the need to access, parse and process it, the opportunity to retain a customer and make a sale is more important than ever, especially in a withering economy and more importantly in the field of financial services.

Scott Millwood, CEO, Customer Effective, www.customereffective.com, shares some thoughts, best practices and hands-on knowledge as a practitioner of CRM and the innovation it needs to address, embrace and deploy.

Read the rest of the article here -

http://www.windowsfs.com/uncategorized/customer-effective-%E2%80%93-elevating-microsoft-crm-to-maximize-performance-through-continued-innovation

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Customer Effective is a leading innovator in relationship management solutions (XRM) based on Microsoft Dynamics CRM. The company is a Microsoft Gold Certified CRM Partner having completed hundreds of Microsoft CRM implementations projects across the US. Microsoft awards include recognition as the 2009 Microsoft Dynamics Financial Services Partner of the Year, being named to the 2008 and 2009 Microsoft Dynamics President’s Club, recipient of the 2008 and 2009 Microsoft Dynamics Inner Circle distinction.

[UK Financial Advisors]

Independent Financial Advisers The phrase was invented to explain to the advisers working independently for their clients before representing a bank or insurance company.

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Customer Effective is a leading innovator in relationship management solutions (XRM) based on Microsoft Dynamics CRM. The company is a Microsoft Gold Certified CRM Partner having completed hundreds of Microsoft CRM implementations projects across the US. Microsoft awards include recognition as the 2009 Microsoft Dynamics Financial Services Partner of the Year, being named to the 2008 and 2009 Microsoft Dynamics President’s Club, recipient of the 2008 and 2009 Microsoft Dynamics Inner Circle distinction.

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I think the opportunity to retain a customer and make a sale is more important than ever, especially in a withering economy and more importantly in the field of financial services.