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.

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