Showing 1-10 of 32 Results Worldwide

Pareto Platform powered by Microsoft Dynamics CRM
(2)
Fully Customized CRM Pareto Platform is a cloud-based CRM (Client Relationship Management) solution designed exclusively for financial advisors. After years of successfully consulting financial advisors...
Release Date: 7/15/2011
Version: 2.0
Customer Effective: FinServ for Microsoft Dynamics CRM
(2)
Customer Effective: FinServ is a purpose built CRM solution based on the Microsoft Dynamics CRM platform and provided by Customer Effective explicitly for Financial Services professionals across Insurance...
Version: 2.0
EnAct, Powered by Microsoft Dynamics CRM (0 Reviews)
The EnAct solution from Fiserv is powered by Microsoft Dynamics CRM and is designed exclusively for financial services institutions. From its first release, the EnAct solution was explicitly designed to...
Salentica CRM - Advisor Edition (0 Reviews)
Salentica CRM - Advisor Edition is a market leading Client Relationship Management solution exclusively designed for the Wealth Management industry. Build on the Microsoft Dynamics CRM foundation,...
Version: 2011
eSign365: eSignature for Microsoft Dynamics CRM 2011
(4)
CompuSight eSign365 has been designed to leverage Adobe EchoSign state-of-the-art API to seamlessly integrate with Microsoft Dynamics CRM 2011 to enable businesses to electronically send, sign, and manage...
Release Date: 1/1/2011
Version: 2.0
PNMsoft SCE Workflow and BPM Automation for Dynamics CRM
(1)
PNMsoft SCE is an Intelligent BPM Suite which enables you to rapidly build advanced workflow applications for Dynamics CRM, and empowers your users to operate and monitor these applications directly...
Release Date: 3/1/2014
Version: 7.6
Insurance Benefits Brokers Solution for Microsoft Dynamics CRM (0 Reviews)
Microsoft Dynamics CRM for Insurance Benefits Brokers is an integrated agency management solution designed specifically for insurance agencies that broker employee benefits solutions; including group...
Release Date: 12/20/2013
Version: v.6.9.3
Record Clone or Record Copy - CRM 2011 and CRM 2013 - Free Trial (0 Reviews)
Record Cloning or Record Copying is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. Record Cloning or Record Copying allows you to...
Mojo Surveys within Dynamics CRM (0 Reviews)
Mojo Surveys is a survey solution to capture customer feedback in Dynamics CRM 2011/2013. The product enables CRM users to measure and improve the customer experience as well as take actions based on an...
Release Date: 7/25/2012
Version: 2.6.2.1
DocuSign for Microsoft Dynamics CRM 2011
(4)
DocuSign is the global standard for electronic signature, offering the easiest, fastest, most secure way to send, sign, track, and store documents in the cloud. Integrated with Microsoft Dynamics CRM,...
Release Date: 9/18/2013
Version: 2.0