Special Edition Using® Microsoft® CRM

Use Case Corner

At a major national bank, the marketing role is changing from supporter of research and sales to defining market strategy. Traditional IS support is marginal and completely inadequate. The situation is complicated by multiple mergers and acquisitions, with no common data warehouse for all systems.

A project was initiated with a goal of shortening the update cycle on CIF/product data received from outside vendors, from the existing quarterly update to a monthly update cycle. The problem identified was that it took longer to receive, validate, and load an update of customer information from the vendor than the time period the system was targeting. In other words, the targeted time frame was a monthly update, but it took longer than ...