All this week I’ll be highlighting some of the early adopters of Dynamics CRM “Titan”. For your enjoyment, today I’m showcasing Relevance Software.
“We wanted to build an integrated solution that would present sales traders with all of the relevant data and tools they need to provide a high level of service to their customers,” says Mark Adams, Director of Product Development for Relevance Software. “To improve efficiency, we set out to establish CRM as the centerpiece of the daily workflow to ensure greater efficiency, structure, accountability, and scalability of the business platform.”
Relevance Software built its new solution, Relevance X-Stream, on the Microsoft Dynamics™ CRM business application platform. The rich-client software combines traders’ essential tools—financial market data from Bloomberg and Reuters, and trading system access—with CRM functionality. The result is a customized desktop application with profiled views of customer accounts and relevant data and tools.
Relevance X-Stream uses the data modeling capabilities of the latest release of Microsoft Dynamics CRM, code named “Titan,” to create sophisticated customer profiles. The solution takes advantage of Microsoft® SQL Server™ 2005 Analysis and Reporting Services to provide reports built from profiled data. Sensitive client information is protected with the roles-based security model of Microsoft Dynamics CRM.
Relevance X-Stream features a rich user interface built using Windows Forms, combining financial market data feeds routed through Microsoft BizTalk® Server 2006 and CRM data pulled up through Web services available in the Microsoft Dynamics CRM platform.
Check out the solution brief.