Microsoft and Onyx Software have entered a multi-year global sales, marketing and technology agreement to deliver customer relationship management (CRM) solutions to large global enterprises, beginning with financial services.
The first of these solutions, Onyx's Investment Management Edition includes investment management terminology, industry-specific workflows, best practice process maps, specific data fields and key metrics to assess marketing effectiveness, sales performance and revenue forecasting.
Refined through almost 50 implementations with investment management clients, the edition consists of Onyx’s new Internet-based platform and native-XML integration services running on Microsoft .NET Enterprise Servers.
The offering also includes industry-specific CRM strategy services from RevenueLab - a strategy consulting firm recently acquired by Onyx - designed to help financial institutions improve sales.
"I consider the Onyx and Microsoft solution a tremendous strategic advantage," says Brad Orben, national sales manager at Dreyfus. "With fast, accessible systems to tell us what our intermediary customers are buying and why, we can more easily grow our assets, and by providing these customers with fast, responsive service, we can help them grow their assets too."