Investment Advisory Firm Builds Relationships and Revenue
公司规模
11-200
地区
- America
国家
- United States
产品
- Microsoft Dynamics CRM
- Microsoft Dynamics GP
技术栈
- CRM System
- Marketing Automation
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
适用行业
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
服务
- 软件设计与工程服务
- 系统集成
关于客户
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.
挑战
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.
解决方案
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.
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