Wealth Management Firm Cuts Costs with Dynamics CRM

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“Blackstone Wealth Management, an independent financial advisory services firm in the United Kingdom, needed a more strategic online CRM solution to help establish strong, trusting customer relationships during its growth phase. The wealth management firm was relying on Sage ACT! CRM via a virtual private network — even while in the office — but the infrastructure was hosted in a data center that cost around $781 a month and required special client software. “Access was slow, and upgrading our Sage ACT! licenses was going to be expensive, costing more than [$10,900] a year,” said Mark Mace, IT manager at Blackstone Wealth Management”