As originally published in the AbleBridge blog, on the post date. On June 1, 2016, Crowe Horwath LLP welcomed the personnel of AbleBridge, Inc. and acquired its intellectual property.
If you lead a financial services firm, you know how important your CRM system is to your business. But could it be possible that your CRM system could be holding your business back? How would you know if it was? Honestly answering the following 18 questions may ferret out weaknesses or sore spots in your system. Knowledge is power, and with a clear view of what your CRM system can and can’t do for your business you’ll have the power to move ahead confidently.In the area of sales management and productivity:
With these questions, can you see any areas in which your current CRM is underachieving? Crowe Horwath LLP can help you evaluate what a Microsoft Dynamics® CRM system can do to enhance your business processes and help you move smoothly ahead on the road to success.
Microsoft Dynamics and Microsoft Dynamics 365 are trademarks or registered trademarks of Microsoft Corp. in the United States and/or other countries.
In accordance with applicable professional standards, some firm services may not be available to attest clients.
© 2017 Crowe Horwath LLP, an independent member of Crowe Horwath International.
As of June 1, 2016, the professionals of AbleBridge have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on Microsoft Dynamics® CRM (now Dynamics 365) sales and implementation as well as innovative add-on products.
The personnel of SDGblue have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm with a global risk consulting practice and offices around the world. This move provides SDGblue clients access to a broader range of products, services, and solutions, while expanding the Crowe cybersecurity risk management capabilities with a deeply specialized team.
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As of Oct. 30, 2017, the professionals of Rowbotham International have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on domestic and international tax and audit compliance services, as well as advisory services.