collaboration among team members. We Team adopt CRM toolset 100 per could see the potential for close cent. Unlike the previous CRM toolset, integration between the CRM and the Investment Placement team is collaboration technologies.” making full use of the Microsoft Dynamics technology. It is benefiting Arcapita decided to replace Oracle Siebel from unique features for capturing CRM with Microsoft Dynamics CRM 4.0, leads for new clients and automated was not on the market when the RSS feeds. original choice was made. The change Employees enjoy user-friendly involved up to 40 users in the Investment interfaces. The previous problems Placement team, taking less than seven with Office Outlook synchronisation, months, and went live in the first quarter client synchronisation, and working of 2010. Juma says: “The project was offline have been resolved, with delivered despite challenging budget employees enjoying the familiar look constraints, and the benefits of the new and feel of Microsoft interfaces. system give us the flexibility we require.” Customisation takes place in-house without need for consultants. Due Having also migrated from Lotus Notes to the features in Microsoft Dynamics communications technology to Microsoft CRM 4.0, the Arcapita in-house IT Exchange Server 2003, Arcapita found the team finds customisation quick and integration between the Microsoft easy, with no need to pay for products an excellent fit. The toolset was consultants with specialist IT skills. much better for mailing documentation says: “Previously, our CRM and reporting on performance to clients. software was extremely rigid and slow Microsoft Dynamics CRM 4.0 includes a to adapt. But now, record duplication number of ready-to-use business reports detection, for example, is an and gives users the tools to create automated process.” customised reports. CEO gets overview of investment performance. The Microsoft solution Benefits has helped ensure that the CEO has a The strong, long-term relationship that dashboard providing near real time Arcapita has developed with its investors monitoring of performance. in the Gulf states is one of the company’s key competitive advantages. Its new CRM system has helped to offer a better and more proactive service to investors, as well as bringing additional savings across both technology and support. Juma says: “Our previous CRM system was expensive and complicated to manage. Microsoft Dynamics CRM is a better fit for our business. We believe it was the right choice—the best choice for Arcapita Bank.”
collaboration among team members. We could see the potential for close integration between the CRM and collaboration technologies.” Arcapita decided to replace Oracle Siebel CRM with Microsoft Dynamics CRM 4.0, was not on the market when the original choice was made. The change involved up to 40 users in the Investment Placement team, taking less than seven months, and went live in the first quarter of 2010. Juma says: “The project was delivered despite challenging budget constraints, and the benefits of the new system give us the flexibility we require.” Having also migrated from Lotus Notes communications technology to Microsoft Exchange Server 2003, Arcapita found the integration between the Microsoft products an excellent fit. The toolset was much better for mailing documentation and reporting on performance to clients. Microsoft Dynamics CRM 4.0 includes a number of ready-to-use business reports and gives users the tools to create customised reports. Benefits The strong, long-term relationship that Arcapita has developed with its investors in the Gulf states is one of the company’s key competitive advantages. Its new CRM system has helped to offer a better and more proactive service to investors, as well as bringing additional savings across both technology and support. Juma says: “Our previous CRM system was expensive and complicated to manage. Microsoft Dynamics CRM is a better fit for our business. We believe it was the right choice—the best choice for Arcapita Bank.” Team adopt CRM toolset 100 per cent. Unlike the previous CRM toolset, the Investment Placement team is making full use of the Microsoft Dynamics technology. It is benefiting from unique features for capturing leads for new clients and automated RSS feeds. Employees enjoy user-friendly interfaces. The previous problems with Office Outlook synchronisation, client synchronisation, and working offline have been resolved, with employees enjoying the familiar look and feel of Microsoft interfaces. Customisation takes place in-house without need for consultants. Due to the features in Microsoft Dynamics CRM 4.0, the Arcapita in-house IT team finds customisation quick and easy, with no need to pay for consultants with specialist IT skills. says: “Previously, our CRM software was extremely rigid and slow to adapt. But now, record duplication detection, for example, is an automated process.” CEO gets overview of investment performance. The Microsoft solution has helped ensure that the CEO has a dashboard providing near real time monitoring of performance.
Arcapita_case_study.docx