One of the largest U.S. financial services firms, has selected Microsoft Dynamics™ CRM
Raymond James Financial, Inc., one of the largest U.S. financial services firms, has selected Microsoft Dynamics™ CRM as its software of choice for customer relationship management (CRM).
The St. Petersburg, Fla., company now recommends that its nationwide network of more than 4,600 financial advisors adopt Microsoft Dynamics CRM as its primary customer relationship management tool. Raymond James will initially offer 3,000 Microsoft Dynamics CRM licenses, but expects to increase the number to more than 5,000 in response to demand over the next two or three years.
“In our effort to provide our financial advisors the best tools possible, we are pleased to offer this high-quality management tool as a recommended option,” said Tim Eitel, chief information officer of Raymond James.
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The St. Petersburg, Fla., company now recommends that its nationwide network of more than 4,600 financial advisors adopt Microsoft Dynamics CRM as its primary customer relationship management tool. Raymond James will initially offer 3,000 Microsoft Dynamics CRM licenses, but expects to increase the number to more than 5,000 in response to demand over the next two or three years.
“In our effort to provide our financial advisors the best tools possible, we are pleased to offer this high-quality management tool as a recommended option,” said Tim Eitel, chief information officer of Raymond James.
Read more
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