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

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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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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