Showing 1-10 of 13 Results Worldwide

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
Pareto Platform powered by Microsoft Dynamics CRM (0 Reviews)
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: 15/07/2011
Version: 2.0
Document Output, Assembly and Delivery for Microsoft Dynamics CRM (0 Reviews)
Xpertdoc specializes in automating document output for client communications: - Quotes - Contracts - Manufacturing checklists - Invoices - Statements - Business reviews - General correspondence - Call...
Release Date: 01/10/2013
Version: 2.0.7
Microsoft Dynamics Enhanced Household & CRM Solution for Financial Services
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Ideaca’s Microsoft Dynamics Enhanced Household & CRM Solution for Financial Services is an “in-a-box” solution that allows organizations to drive profits through quality households and customer...
CRM for Complaints Management (0 Reviews)
Avanade have produced a complaints management solution, which enables a consistent and responsive approach to managing complaints across all customer-facing contact points, including high street branches,...
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: 25/07/2012
Version: 2.6.2.1
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...
Connector CCM for CRM (0 Reviews)
The CCMforCRM connector helps organisations to give value of output documents of their CRM applications. Based on Dynamic Composition technology, our offering give the opportunity to include these...
Release Date: 16/04/2014
Version: 1
Custom Quote Generator for CRM Online (0 Reviews)
Generate custom quotes in PDF, Word, or Excel with your company logo and in a report format that fits your business. The custom quote is designed for CRM 2011 Online customers. Using Fetch XML, (SQL...
Release Date: 23/05/2011
Version: 1.0.1
Email Marketing and Social CRM Integration for Microsoft Dynamics CRM (0 Reviews)
The powerful combination of ExactTarget’s industry-leading email marketing solution, paired with the insight of Microsoft Dynamics CRM, you can finally send targeted, relevant email messages to help you...
Release Date: 24/12/2010
Version: 2011 and 4.0