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High User Adoption of CRM for Financial Services - Based on the Microsoft Dynamics CRM Infrastructure

Want to Avoid a Failed CRM Deployment?

When asked to identify the biggest issues surrounding failed CRM deployments, clients say the same thing, time and time again: lack of user adoption.

Users will not adopt a CRM solution that fails to deliver the valuable client information they need, quickly, efficiently and through an interface that seamlessly integrates into their daily workflow. It just won't happen.

Like Microsoft Dynamics CRM, GaleForce CRM for Financial Services drives high user adoption by delivering roles-based CRM functionalitiy within a native Microsoft Office and Outlook experience. Users can choose to use a rich Outlook client or access the system through a browser-based client or mobile device.

That's one less application to open every day, and puts the CRM system front and center for your client-facing staff every morning when they open Outlook, and keeps it there throughout their day.

GaleForcm CRM for Financial Serivces, and Microsoft Dynamics CRM were designed to work the way you work.

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