Customer Effective, Inc. Partners with SalesCentric to Improve CRM Performance for Financial Services Customers
Relationship Charts offer view of critical relationships between contacts
GREENVILLE, S.C.--Customer Effective, Inc., a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, announced a partnership with SalesCentric to offer its customers Relationship Charts, an add-on for Microsoft Dynamics CRM.
Relationship Charts were developed by SalesCentric to complement Microsoft Dynamics CRM software with easy-to-use, visual tools that improve sales performance, forecast accuracy and marketing effectiveness. Customer Effective is including this functionality in its portfolio of Microsoft Dynamics CRM solutions, which includes Capital Effective, a front office relationship management solution designed exclusively for the financial services market.
“Our Capital Effective offering helps organizations in commercial banking, private equity, investment banking, hedge funds and wealth management address marketing, sales and customer service performance,” explains Scott Millwood, CEO Customer Effective. “The visual integration and mapping of entities provided by Relationship Charts provides the rich, graphical look our financial service customers crave.”
With Relationship Charts, more users, especially sales people, get value and ease of use from their CRM solution. With attributes and relationships tagged in the database, users can easily understand the critical relationships and connections between organizations and individuals within the CRM platform. For example, wealth management portfolio managers use Relationship Charts to keep an easy-to-understand visual of their clients’ information to see which individuals belong to specific funds and the brokers, accounts, etc. that are tied to their total portfolio.
Matthew Crook, CEO of SalesCentric adds, “We are honored to collaborate with Customer Effective in this pioneering product offering. With Relationship Charts, Capital Effective will deliver real business value to customers in the financial services sector. Relationship Charts are a perfect fit for unique business requirements of this vertical market.”
About SalesCentric
Established in 2003, SalesCentric develops and markets add-on software to visually enhance Microsoft Dynamics CRM, sold globally via Microsoft channel partners. With facilities in the U.S. and the U.K., SalesCentric products help drive CRM usage, increase sales performance and improve marketing effectiveness. SalesCentric is a Microsoft certified ISV partner. For more information, visit www.salescentric.com.
About Customer Effective
Customer Effective, with headquarters in Greenville, S.C., is a leading innovator in customer interaction solutions based on Microsoft Dynamics Customer Relationship Management (CRM). The company is a Microsoft Gold Certified Partner, Independent Software Vendor (ISV) and Solution Implementer having been engaged in more than 200 Microsoft CRM implementation and development projects. With its Capital Effective™ CRM Suite, the company provides front office solutions for financial services professionals in commercial banking, private equity, investment banks, hedge funds and wealth management. For more information, visit www.CustomerEffective.com.
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