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Sonoma Partners' CRM Solution for Financial Services: BankingNo two banking institutions are exactly alike. Some are merging legacy CRM systems inherited through acquisitions; others are struggling to build more customer-focused solutions from the ground up. Yet they also share many common goals: the need to see a 360-degree view of the customer, provide superior customer service, and be more profitable and productive. Whether you have outgrown your existing solution or need a completely new approach, Sonoma Partners and Microsoft Dynamics CRM can help you meet your goals. Microsoft Dynamics CRM can help financial institutions identify, attract, and retain profitable customers by providing a consolidated view of client data for greater customer intimacy and more effective identification of cross-sell/up-sell opportunities.Seeing a 360° View of the Customer Many financial services organizations gauge customer activity in disparate systems, making it difficult to get the big picture across multiple services. Microsoft Dynamics CRM integrates with other applications to truly give you a 360-degree picture of the customer. Providing superior customer support Customers need to have the best possible experiences with your organization, whether they are in the branch, on the phone, or online. Microsoft Dynamics CRM helps you resolve inquiries and customer issues faster, slash call center hold times, and add value to every interaction by using sophisticated call routing and information delivery. Increasing productivity A combined Microsoft Dynamics CRM and Outlook user experience helps improve user adoption by providing a familiar and flexible user interface, which minimizes resource and training investments. Together, Outlook and Microsoft Dynamics CRM deliver a role-based experience to end users so they can focus on their work. All the tools are in one place, reducing the need to switch between applications. Users also can customize and automate their interfaces. Be even more productive by utilizing Microsoft Dynamics CRM to automate your unique business processes. Save time on tasks that can be expedited through automation, such as sending customers alerts and flagging accounts for follow-up and marketing opportunities.
Want to learn more? Contact us about the Microsoft Dynamics CRM solution for banking. |
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Sonoma Partners Chicago's Award-Winning Microsoft Dynamics CRM Partner and Reseller Copyright ©2001-2008 Sonoma Partners, LLC. Phone: (312) 627-0700 Toll-Free: (866) SONOMA1 - (866) 766-6621 Subscribe to our data feed  
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