New Client Management System for Benefits Brokers Leverages Existing Microsoft Technologies
Marblehead, MA – October 16, 2007 — HR Technology Advisors (HRT), a national, independent human resources and benefits technology consulting firm and reseller, in a joint venture with Microsoft Partner T.H.G. Sales Automation (T.H.G.), has taken Microsoft Dynamics™ CRM (Customer Relationship Management) 3.0 Professional and adapted it to fit the business needs and workflows of the Employee Benefits Brokerage firms. In addition to rich, core functionality fully integrated into Microsoft Outlook, Microsoft Dynamics CRM allows brokers to track group benefits, pension, and individual policy information, manage service issues, monitor prospects and renewals, conduct mail merges, automate their own unique internal workflows and much more.
“In an ever evolving market, our benefits brokerage clients need to stay ahead of the competition. As their businesses become more complex, HRT’s customers will now have access to a CRM system designed to be a natural extension of Microsoft Office and Outlook®, providing a familiar and intuitive work environment that fosters user adoption and productivity,” says Don Rowe, Principal, HR Technology Advisors. “Because Microsoft CRM provides seamless integration with software employees are already using, those employees find it very easy to navigate, helping companies improve productivity, control costs, and maximize return on investment.”
In addition to the Outlook integration, the Microsoft CRM for Benefit Brokers system integrates with handheld devices and Microsoft SharePoint, enabling brokers to collaborate in real-time with their customers via the Web through the deployment of customer portals. Brokers will be able to buy the system and host it themselves or lease it with third-party hosting. Users can access the system from their desktop inside of Outlook or independently via the Internet. The flexibility of Microsoft CRM also enables firms to make modifications to their system to fit their specific business needs.
For more information about Microsoft CRM for Benefits Brokers, please contact HR Technology Advisors at 508-520-9800.
About HR Technology Advisors, LLC
HR Technology Advisors (HRT, http://www.hrtadvisors.com) is a national, independent technology brokerage and consulting firm focused entirely in the HR & Benefits technology marketplace. Unlike many others, HRT is not a manufacturer or builder of technology. Instead, we are independent and objective. Our approach is simply to find the best vendors available in the marketplace and bring that technology to our clients. We broker best-of-breed technology and provide consulting support to ensure appropriately solution implementation and successful adoption. HRT’s clients include principally Employee Benefit Brokers and their employer clients.
About T.H.G. Sales Automation
T.H.G. Sales Automation is a recognized industry expert in implementing CRM solutions on a global basis. T.H.G., a Microsoft Certified Partner, offers a comprehensive line of products and services including Project Management (needs analysis, requirements gathering, and functional specifications), Design and Development, Implementation, Training, Analytics/Reporting, and Support based on your choice of CRM solutions. T.H.G.'s staff has more than 100 years of combined experience in the CRM industry. They have pooled their expertise to develop a logical approach to designing and implementing CRM solutions that lead to successful outcomes for their clients. T.H.G. Sales Automation makes it their business to improve the way you do business.
About Microsoft Dynamics CRM
Microsoft Dynamics CRM gives every customer-facing employee the information they need to truly impress customers. With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook - the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works - because it works the way your users already do, works the way your business already does, and works the way technology should.
Contact:
Don Rowe, Principal
HR Technology Advisors, LLC
Phone – 888-520-0980
drowe@hrtadvisors.com
