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Case Study
- How to Broaden Relationships with Clients
- by Microsoft Dynamics
Published:October 2006- Format: ( 0 Bytes )
- Length: 0 pages
Overview
This four-and-a-half-minute video shows how Microsoft Dynamics CRM is enabling H&R Block to broaden and deepen its relationship with more than 20 million clients in 11,000 offices across the U.S. In particular, you'll hear why they turned to Microsoft Dynamics CRM to create the Benefits Enrollment Network, which enables H&R Block tax professionals to assist customers who rely on government assistance to successfully complete the paperwork necessary to get the benefits they deserve. This solution helps H&R Block meet its goal of maximizing the efficiency of their tax preparers while helping low-income families get assistance and make the most of their discretionary income–and in the process, become more financially successful. Watch the video to understand how Microsoft CRM met the requirements H&R Block set for this solution: - Built on a platform that would be simple for H&R Block tax professionals to use - Provide a centralized point for data management - Allow specific role-based rights for system usability - Provide a familiar interface to the Microsoft applications H&R Block uses on a daily basis, such as Word and Excel - Enable tax preparers to still be fully productive during tax preparation season (January 1 to April 15) - Facilitate "one and gun" contact with customers to reduce the time it takes to meet their needs from a number of weeks to several days
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