How Dynamics CRM Can Help Small and Mid-Size Financial Service Firms Respond to Competitive Threats
Large financial organizations with tremendous marketing and operating leverage are migrating into areas once considered the domain of small and mid-size businesses, and creating major economies of scale. Smaller firms are being forced to seek out new revenue sources.
This white paper provides guidance to small and mid-size financial service firms in the following areas:
- How to tap into "true customer value";
- How Dynamics CRM coupled with integrated systems, data and processes can result in a single view of the customer;
- How Microsoft Dynamics CRM can be used to significantly improve sales and service;
- How to integrate Microsoft Dynamics CRM with other applications.