Showing 1-10 of 26 Results Worldwide

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
Boomerang Intelligent SMS MS CRM 2011 for Professional Services/Financial Sectors (0 Reviews)
Extend your Microsoft CRM 2011 platform by integrating ANY mobile device into your automated CRM processes whilst reducing communication costs and driving great customer experience. The Boomerang...
Release Date: 01/03/2012
Version: V0.1
Cantata Vantage (0 Reviews)
Cantata Vantage for financial services offers “out of box” business functionality supporting the CRM needs of Wealth Management, Asset/Investment management, Capital Markets, Treasury, Private Equity,...
COREFIN Email Tracking for Microsoft Dynamics CRM (0 Reviews)
COREFIN Email tracking solution is a Microsoft Dynamics CRM add-on developed to help marketing professionals analyse the success of their mail campaigns to customers and prospects. Companies can automate...
dCRM (0 Reviews)
dCRM is Digiterre's workflow and relationship management system. It tracks, manages and reports on relationships between companies, contacts, funds and counterparties to enhance client or investor service...
Version: 4.6
Financial Services CRM (0 Reviews)
Caltech is working with many financial services clients to ensure that CRM solutions are working for them. Microsoft CRM offers a single view of the customer in a user-friendly system to develop a...
Release Date: 17/01/2011
Version: 2011V1
Kynetix Private Client Platform (0 Reviews)
The Private Client Platform from Kynetix is a highly tailored client information system designed specifically to meet the unique requirements of managing high net-worth and emerging affluent private...
Liber8 for Insurance (0 Reviews)
Liber8 for Insurance is a complete Backoffice System for Brokers and Underwriters written in Microsoft Office. It provides users with a comprehensive, open system that maximises user creativity and...
Microsoft Dynamics CRM for Insurance and Financial Services (0 Reviews)
With CIBER Microsoft Dynamics CRM for Insurance and Financial Services you can gain competitive edge by giving employees a 360 degree view of their relationships with multiple touch points such as brokers...
Microsoft Dynamics CRM for Private Equity (0 Reviews)
To remain ahead of the field, Private Equity firms must develop and nurture excellent client relationships. Touchstone have harnessed the proven power of Microsoft Dynamics CRM to deliver a solution...