CRM for Financial Services – A Real World Example

Published February 20 2018 by Natasha Spurr
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CRM is already providing real world benefits to BDO Drive

Accountancy and financial services firms have much to gain by investing in technology that will help them to meet their business challenges of the next few years. BDO Drive UK, an accounting and business advisory firm, has been able to become "leaner and much more efficient" through the use of CRM and its ability to remove "deadtime" from business practice.

“CRM is helping us to have the right conversations with our clients to generate leads. It means we are actually able to improve the service and add value to our customers. CRM has helped us to put in a much more robust client engagement process, which leads to much greater client satisfaction.” quoted Mark Sykes, Partner, National Head of BDO Drive UK.  

Read our latest eBook 'Making it count' and learn how to:

  • Keep your employees engaged and productive
  • Satisfy the needs of internal and external customers
  • Open new areas of business opportunity
  • Remove departmental silos and improve business-wide initiative

In our previous blog Real-life: Critical Challenges for Professional Service Organisations Mark shared his insight into how Microsoft Dynamics solutions will help tie your business together in real life.

Natasha is an experienced CRM professional with a unique ability to work across both marketing and sales functions. As CRM Marketing Manager at Edgewater Fullscope, Natasha has helped the organization to achieve multiple global partner awards and leadership status across the UK and beyond.

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