Brokerage Firm Raymond James Moves to Incorporate Microsoft Dynamics CRM Into Ever More of Its Operations

May 27 2009

Slowly but surely, brokerage firm Raymond James is moving its thousands of advisers toward ever greater reliance on Microsoft Dynamics CRM 4.0. 

A key, says Brian Balboni, senior product manager, is educating the company's users on the software's value for their everyday needs.

About Jason Gumpert

As the editor of, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at

Prior to co-founding, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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