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US bank opts for Microsoft Dynamics CRM

27th Mar 2007
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US bank and investment advisory firm Raymond James has chosen Microsoft’s Dynamics CRM as the RM tool of choice for its 4,600 financial advisors.

Raymond James will initially purchase 3,000 Dynamics CRM licenses, but expects to up that to 5,000 over the next three years.

With Dynamics CRM, advisors can input and access customer data directly through Microsoft Office Outlook. Customer information can be input once, while meeting notes, sales reports, and forecasts can be accessed via a single dashboard.

Raymond James’s officials said they were also convinced that Microsoft Dynamics CRM would soon become the de facto standard in CRM software.

Tim Eitel, chief information officer of Raymond James, said Raymond James advisors who took part in head-to-head testing to determine the company's preferred CRM product consistently chose Microsoft Dynamics CRM, "including advisors who had already personally purchased other products."

Most of Raymond James' corporate technology systems run on Microsoft software, Microsoft SQL Server and the Microsoft Office system.

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