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Whitepaper: White Paper on Microsoft CRM & ROI for Financial Service Firms

by Salentica SystemsJan 01, 2008

The objective of this White Paper is to help managers gain a better understanding of how the Microsoft CRM can improve the business’s bottom line and the factors that will affect the ROI on a CRM project. Before delving into how to maximize the ROI in a CRM project, it’s important to start off with a clear understanding of what CRM is and is not. CRM, or Client Relationship Management is an approach to doing business. Firms that implement a CRM technology without considering the impact on business processes will likely not maximize the ROI on their investment in CRM.