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Microsoft CRM

Personetics Puts the Power of AI in the Hands of Bank Relationship Managers and Agents With Personalized Insights and Advice Available via…

Integration of AI-driven financial insights into Salesforce Financial Cloud and Microsoft Dynamics 365 enables bankers at the branch and call center to anticipate customer needs and deliver just-in-time personalized advice Personetics, the leading provider of AI-powered personalization and customer advocacy solutions used by the world's top banks, announced that its data-driven actionable insights will now be available for bank relationship managers and agents. In addition to a rich set of insights to empower bankers…

On-Demand Microsoft CRM Training Now Offered in Evolve 365

Enable Your End-Users to Be Self-Sufficient and Productive by Educating Them on How to Use Microsoft CRM and Your Custom Applications the Way They Were Intended Planet Technologies, the leading services provider of Microsoft cloud, security, and collaboration solutions for government, releases Microsoft Dynamics CRM training videos on their Evolve 365 Learning Platform. Today, most organizations use CRM and Dynamics CRM to develop and sustain automated processes like Sales Force Automation, Business Process Automation,…