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iPipeline CRM for Insurance and Financial Services (0 Reviews)

On-Premises and/or Online Application by: iPipeline

Customer relationship management tools created just for the wealth manager and financial advisor: A revolutionary idea, right? Well, dream no further. iPipeline CRM for Financial Services-Wealth Entry...

certified

Release Date: 29/04/2011

Version: 2011

Application Details

ConsultCRM: Excel Data Import Tool (2): 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

Email Management, Automation and Marketing 2.0 (1): On-Premises and/or Online Application by: Touchstone Group plc; Touchstone CRM is a Partner for the delivery and support of Email Automation & Marketing 2.0 integrations all within the Microsoft CRM interface. We work closely with Dynamics partner Click Dimensions to...; Release Date: 01/01/2010; Application Details

AlfaPeople Global Assignment (0 Reviews): On-Premises and/or Online Application by: AlfaPeople; Build stronger, faster customer relationships around the world with the Global Assignment solution for Dynamics CRM 2011. AlfaPeople designed Global Assignment to provide quick sharing of information by...; Release Date: 14/03/2012; Version: 1; Application Details

Boomerang Intelligent SMS MS CRM 2011 for Professional Services/Financial Sectors (0 Reviews): On-Premises and/or Online Application by: Boomerang; 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; Application Details

Boomerang Intelligent SMS MS CRM 2011 Plug-In for Advertising/Environmental Sustainability Sector (0 Reviews): On-Premises and/or Online Application by: Boomerang; 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; Application Details

Boomerang Intelligent SMS MS CRM 2011 Plug-In for Management Sector (0 Reviews): On-Premises and/or Online Application by: Boomerang; 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; Application Details

Boomerang Intelligent SMS MS CRM 2011 Plug-In for Retail/Transportation/Utilities Sector (0 Reviews): On-Premises and/or Online Application by: Boomerang; 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; Application Details

Boomerang Intelligent SMS MS CRM 2011 Plug-In for the Biotechnology/Pharma/Chemical Sector (0 Reviews): On-Premises and/or Online Application by: Boomerang; 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; Application Details

Boomerang Intelligent SMS MS CRM 2011 Plug-In for the Government Sector (0 Reviews): On-Premises and/or Online Application by: Boomerang; 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; Application Details

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