From Management to Engagement: A Microsoft Dynamics CRM Event for Financial Services Organizations

Do your employees simply track and report interactions with your customers? Or, are they engaged with their customers, providing excellent customer service and increasing your relationship capital.

Customer Effective and Microsoft know that the first step to engaging with customers is having the right productivity tools in place for your employees to use. 

Please join us on January 31st to hear our team's experience and ideas on how Microsoft Dynamics CRM can help you become more engaged with your customers. Topics will include:

> CRM for Financial Services Trends & Best Practices

> Mobility options that excite employees and improve tablet and smartphone productivity

> Customer Speaker: Jim Welby from the Insight Technology Unit, AgriBank FCB.

Jim Welby is the Managing Director for Insight Technology Unit (ITU) in St. Paul, Minnesota. ITU is the technology group inside AgriBank, one of the five district banks part of the US Farm Credit System.

ITU oversees the implementation and support ofFocalPoint, a solution deployed leveraging the Microsoft Dynamics CRM platform for end to end loan tracking, origination, and sales process management.


Click Here to Register!

When: January 31, 2013
Where: Edina Microsoft Office
Welcome: 8:30 am
Time: 9:00am - 12:00noon
Meal provided: Breakfast