Brokerage Firm Raymond James Moves to Incorporate Microsoft Dynamics CRM Into Ever More of Its Operations
published May 28, 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.
It was last fall that the regional brokerage firm in the southeastern U.S. upgraded 3,000 its people to Microsoft Dynamics CRM 4.0 from version 3.0. (The firm didn't upgrade the 4,400 people originally anticipated because, in the end, it upgraded only those actually using Microsoft Dynamics CRM, rather than everyone who had access to it.) Raymond James represents one of Microsoft's largest CRM user bases.
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