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Salentica CRM - Advisor Edition (0 Reviews)

On-premises Application by: Salentica Inc.

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,...

certified

Version: 2011

Application Details

Automated Sales Order Processor (0 Reviews): Plug-in by: Seepath Solutions; Automate the Sales Order generation process. This application helps the customer (manufacturing, health care, banking, telecom and professional services industries) to set up recurring orders or billing...; Release Date: 07/04/2011; Version: 1.0; Application Details

ConsultCRM: Excel Data Import Tool (0 Reviews): On-Premises and/or Online Application by: ConsultCRM; The new enhanced Enterprise Edition features full CRM integration available from within Excel, with CRM data CRM accessed via Excel Import Tool's Mapping Manager. Simple drag and drop between CRM...; Release Date: 29/11/2011; Version: v5.1; Application Details

Credit Check Component for Microsoft Office Outlook (CRM++) (0 Reviews): Add-in/Add-on by: Family Bruiners; The Family Bruiners credit check integrator extends your existing IT applications to take advantage of embedded credit lookup information - all from within places that actually make a difference in your...; Release Date: 01/03/2012; Version: 4.0; Application Details

Credit Check for Microsoft Office Outlook (Dynamics CRM, Axapta and more) (0 Reviews): On-premises Application by: Family Bruiners; The Family Bruiners credit check integrator extends your existing IT applications to take advantage of embedded credit lookup information - all from within places that actually make a difference in your...; Release Date: 01/03/2012; Version: 4.0; Application Details

CRM Round Route (0 Reviews): Add-in/Add-on by: ORTEX Ltd.; CRM Round Route is a Microsoft CRM Add-On for planning routes of your business trips. The Add-On solves the well-known travelling-salesman problem in Microsoft Dynamics CRM 2011. The Add-On plans very...; Release Date: 25/10/2012; Version: 1.0.0; Application Details

Health Plan Sales Template for Microsoft Dynamics CRM (0 Reviews): Online Application by: Microsoft Dynamics Labs; Health Plan Sales Template for Microsoft Dynamics CRM takes advantage of the familiar, connected and intelligent experience in Microsoft Dynamics CRM to showcase how health care organizations can achieve...; Release Date: 05/01/2012; Version: 1.0.0.20103; Application Details

Italian Localization for Dynamics CRM 2011 (0 Reviews): On-Premises and/or Online Application by: APEX; If you need to roll-out Microsoft Dynamics CRM in italy you'll love this FREE solution. All information required by the Italian regulation are included for both accounts and contacts. Price lists, Payment...; Release Date: 01/10/2012; Version: 1.0; Application Details

Microsoft Dynamics CRM for Automotive (0 Reviews): On-Premises and/or Online Application by: Zero2Ten; Automotive business leaders need up to date facts, figures, trends and information at their fingertips as things happen to be able to see what’s really going on within their business. To be effective and...; Application Details

Sales Wand (0 Reviews): Plug-in by: Excel4apps; Sales Wand enables business users to analyse sales performance directly from within Excel. Purpose built for tight integration to SAP, Sales Wand is deployed within minutes and users require virtually no...; Application Details

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Showing 1-10 of 16 Results Worldwide