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Friday, October 16 • 1:00pm - 2:00pm
Microsoft Industry & Member Showcase: Financial Services - SEI

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This session will highlight SEI a user of Microsoft Dynamics CRM within the Financial services sector. Join Dan Madden, Investment Manager Services with SEI, as he shares end-to-end Dynamics CRM trials and tribulations, and most importantly, successes of using Dynamics CRM.
Speakers
avatar for Dan Madden

Dan Madden

CRM Specialist, SEI
CRM Best Practices: - Administration - Implementations - Dashboards / Reporting - Database Integrity - Sales and Marketing Alignment - Marketing Automation - Business Processes

Friday October 16, 2015 1:00pm - 2:00pm PDT
E1
  Engaging Microsoft, Presentation

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