CRM for Financial Services in 30 minutes or less

Yesterday morning's webinar was a success. Aimed at Financial Advisers, SYNCRM showcased their Financial Planning Solution (FPS) while JayThom offered to deploy FPS for Financial Services organisations either On-premise or via Software-as-a-Service. A recording of the webinar will be available next week.

Meanwhile, we'll be holding another webinar showcasing JayThom's latest add-ons for Microsoft Dynamics CRM as well as Microsoft's Accelerators. Accelerators for Microsoft Dynamics CRM includes the following: Analytics, Event Management, E-Service Portal, Enterprise Search, Extended Sales Forecasting, CRM Notifications, Business Productivity, Sales Methodologies and more. We'll let you know the webinar date and time shortly.

Till then...

CRM 5.0 Features

Check out what Ronald Lemmen - CRM, C# and Cme says about the next version of Microsoft Dynamics CRM 5.0! Here he lists some of the most interesting features that Microsoft is said to be working on.

http://ronaldlemmen.blogspot.com/2008/10/crm-50-features.html

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Well, we've moved out from JayThom CRM Tips and The CRM Guru is now called home.

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