Investment Advisory Firm Builds Relationships and Revenue
Company Size
11-200
Region
- America
Country
- United States
Product
- Microsoft Dynamics CRM
- Microsoft Dynamics GP
Tech Stack
- CRM System
- Marketing Automation
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- Software Design & Engineering Services
- System Integration
About The Customer
Schaeffer’s Investment Research is a privately held provider of stock and options trading recommendations, options education, and market commentary, headquartered in Cincinnati, Ohio. Its website, SchaeffersResearch.com, is updated throughout each trading day with breaking market news, analysis, and unusual options activity. Its analysts' research is regularly quoted by mainstream national media.
The Challenge
Schaeffers Investment Research was using a highly customized CRM system which was no longer supported, putting their customer data and business at risk. The company needed a platform that would enable continuous improvement.
The Solution
Ease of integration with other applications (especially their Microsoft Dynamics GP solution), the ability to fine-tune communications, an ensured future for solution evolution, and dependable technology support made Microsoft Dynamics CRM the clear choice for Schaeffers. Schaeffers now has a fresh look at reporting, utilizing the full set of data surfaced through Microsoft Dynamics CRM, which provides opportunities to analyze data in ways that they hadn’t previously considered. Better marketing automation allows for continued improvement in communication personalization and highly targeted promotions.
Operational Impact
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