Italian Brokerage House Replaces Lotus Notes With Customer Relationship Management Tool

Reginato & Mercante, one of Italy's leading brokers, needed an advanced Customer Relationship Management (CRM) tool to better serve clients with its specialist knowledge. The company experimented with Lotus Notes, but the system failed to deliver the range of functions required to manage the broker's numerous corporate customers. The firm then turned to Microsoft Dynamics CRM business management solution as the best tool to manage increasing volumes of client data and to align its sales and customer services strategies.