7 Reasons a Financial Services Firm Replaced Salesforce with Microsoft Dynamics CRM – Business Intelligence Info
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7 Reasons a Financial Services Firm Replaced Salesforce with Microsoft Dynamics CRM – Business Intelligence Info

SalesforceorMicrosoftDynamicsCRM?

WhichCRM?

software?

isthe?

betterfitforafinancialservicescompany?

Manyorganizationscontemplatethisquestion。

Theobviousansweris,itdependsonyourrequirementsandgoals?

Yet,ithelpstounderstandwhy?

companieslikeyours?

chooseoneovertheother。

ItsevenmorehelpfulwhenyoucanlearnfromacompanywhohasusedbothSalesforceandMicrosoftDynamicsCRM。

7ReasonsWhyResearchAffiliates,aFinancialServicesFirm,ReplacedSalesforcewithMicrosoftDynamicsCRM

ResearchAffiliatesisagloballeaderininnovativeindexingandassetallocationstrategies。

Builtonastrongresearchbaseandledbyindustryexperts,thisdynamicfirmdeliverssolutionsinpartnershipwithsomeoftheworldsforemostfinancialinstitutionsthatoffermutualfunds,ETFs,separatelymanagedandcomingledaccounts。

Thefirm’swayofdoingbusinessistheircompetitiveedge—fromanentrepreneurialculturethatcontinuallylooksfornewwaystohelpclientssucceed,totheuniqueabilitytoblenddeepacademicresearchandrealworldexperienceinadvisingthem。

Unfortunately,SalesforceCRM–implementedseveralyearsearlier–wasstuntingtheirgrowthandputtingtheirsuccessinjeopardy?

Here’swhy:

TheyfoundSalesforceimpossibletoconfiguretofittheuniqueandcomplexbusinessmodelthatsetthemapart。

Salesforce’srigiditywasforcingthemtomodifytheirbusinessprocessestofitthesoftware。

TheadoptionrateforSalesforce。

comwasverylowbecauseusersfoundtheinterfaceconfusingandclumsy,makingitdifficulttodowhatthefirmwasknownfor—providingwell-researchedinformation。

Salesforcewasbecomingcost-prohibitivetosupport,modify,andupgrade。

Evenifthesoftwarecouldbemodifiedtomeetthefirm’sneeds—whichwasquestionable—thecostofdoingitandcontinuingtosupportitwouldbeafinancialdrain。

Thefirmhadunique,complexsecurityneedsthatwouldhelpcreateefficienciesandtargetnewopportunities。

Salesforcecouldnotaccommodatetheserequirements。

Itwaschallenging—ifnotimpossible—tointegrateSalesforcewithdataandothersystemssuchasOutlook,creatingsilosofinformationandcausingseriousproblemssuchaspoorvisibility,accesstodata,activitytrackingandreporting。

WithSalesforce,itwasnearlyimpossibletomanagetheunique,complexinterrelationshipsoftheirclients,puttingthoserelationshipsatrisk。

Salesforcedidnotsupportthefirm’sgrowthtrajectory;theywantedanextensibleplatformtheycouldsupportandmodifyinternallyastheydesired。

Afterevaluatingtheiroptions,ResearchAffiliateschoseMicrosoftDynamicsCRMandGreenBeaconastheirimplementationpartner?

DynamicsCRM’spowerandflexibility,combinedwithGreenBeacon’sexpertiseinfinancialservices,producedasolutionthatputthefirm’sstrategyintooperation,keepingthemontheirgrowthtrajectory。

DownloadtheResearchAffiliatessuccessstorytolearnhowmovingtoMicrosoftDynamicsCRMwithGreenBeaconimprovedusability,visibility,reportingandsecuritywhileloweringtotalcostofownership(TCO)。

byGreenBeacon

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