Workshop
A financial investment company, Wood Finance, has a staff of 10 financial planners. Each planner has many relationships, specifically with consumers who work with individuals from Wood Finance to manage their long-term and short-term investment portfolios. In addition, Wood Finance offers corporate discounts and corporate “lunch and learn” seminars to corporations that offer the services of Wood Finance to their staff members interested in more detailed financial planning.
Wood Finance uses Microsoft Dynamics CRM to manage its relationships. The Account entity captures corporation details, and it also captures a family surname so that families of individuals can be grouped and potentially viewed or reported on together. Wood Finance ...
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