Case Studies Investment Advisory Firm Builds Relationships and Revenue

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	Investment Advisory Firm Builds Relationships and Revenue

Investment Advisory Firm Builds Relationships and Revenue

Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

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.

About 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.

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.

Impact #1	The IT team is spending less time with user training and troubleshooting.
Impact #2	Integration between Microsoft Dynamics GP and CRM has eliminated reporting burdens and manual data transfers.
Impact #3	Increased visibility of the inside sales reps activities has led to adoption of best practices.

Impact #1

The IT team is spending less time with user training and troubleshooting.

Impact #2

Integration between Microsoft Dynamics GP and CRM has eliminated reporting burdens and manual data transfers.

Impact #3

Increased visibility of the inside sales reps activities has led to adoption of best practices.

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Overview

Investment Advisory Firm Builds Relationships and Revenue

Operational Impact