| Publisher | Microsoft | ||
|---|---|---|---|
| Format | WORD | Date added | 06 Sep 2007 |
| Topics | Customer Support Services, CRM Software, Business Management | ||
| Downloads | 23 | ||
Raymond James Financial is a global financial services firm with more than 4,600 Advisors. Because 80 percent of these Advisors are independent contractors who operate remotely, the company found it challenging to share business and customer information. Raymond James needed a customer relationship management solution that could support its remote workforce, integrate easily with existing business systems, and offer compelling capabilities to encourage widespread adoption. The company adopted Microsoft Dynamics CRM as a global standard, with more than 1,800 current users, and with plans to make the solution available to nearly 5,000 people across its branch offices. Today, Raymond James offers a powerful solution that enhances customer service, helps ensure regulatory compliance, and integrates easily with the business tools its Advisors use every day.
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