Building Strong Customer Relations with Microsoft Dynamics GP

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Financial planning and investment advisory businesses require trust between the financial planner/advisor and the client, which is often as important as the advice offered. High quality work is a major factor in creating a good relationship with consumers or corporate trust departments. If you’re like most of us, you strive to build good client relationships that can lead to client referrals. Most companies also maintain close contact with their best customers, constantly assessing their satisfaction in hopes of expanding their client base.

It’s one thing to know your customers are your most important asset, but what have you done about it? Microsoft Dynamics® GP’s functionality makes customer relations viable and stronger in the following ways:

1. Gain a comprehensive view of the client

  • Gain real-time visibility into customer data from multiple databases.
  • Track all customer-facing interactions across multiple communication channels.
  • Monitor and analyze customer needs to maximize cross-sell/up-sell opportunities and quickly adapt for changing customer needs.

2. Reduce the administrative burden on financial advisors

  • Enable financial advisors to work more efficiently across information sources and distribution channels.
  • Integrate sales, marketing, and customer service.
  • Easily incorporate changes for regulations and compliance.

3. Improve banking customer service

  • Renew channels, such as ATMs, call centers, teller systems, or in-branch advisor systems, with reusable business components.
  • Improve consistency of customer service across channels.

4. Link disconnected insurance processes and systems

  • Integrate applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing, and re-insurance.
  • Create a seamless link with the customer.

Microsoft Dynamics GP builds customer relations while doing so much more. Contact us to find out what Microsoft Dynamics GP can do for you. Zeal Solutions is a leading Microsoft Certified Partner specializing in agile Microsoft Dynamics ERP Accounting Solutions and is specifically dedicated to the implementation, training and support of Microsoft Dynamics GP and CRM.

By Zeal Solutions, a Chicago Microsoft Dynamics GP Partner

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