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Customer Effective: FinServ for Microsoft Dynamics CRM

by Customer Effective

Customer Effective: FinServ for Microsoft Dynamics CRM has an overall rating of 4 stars  from 2 customers.

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The views and opinions submitted and expressed here are not those of Microsoft.

Capital Effective knows FinServ

  • 4.5
  • Overall Rating 4.5 stars

Reviewed by:HJM900 Reviewed on:1/27/2011

Pros
It is obvious that the team behind Capital Effective knows the financial services industry well - the way they have built and customized this solution for the FinServ market proves it. You get the same knowledge, experience and expertise from the team at Customer Effective, only it's applied specifically to the needs of those in the Financial Services industry.
Cons
At the moment, nothing.
  • Price 4
  • Deployment Time 4
  • Needs Met 5
  • Compatibility 4
  • Performance 4.5

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CRM for a Financial Services Firm

  • 4.0
  • Overall Rating 4 stars

Reviewed by:MCR752 Reviewed on:1/27/2011

Pros
The team at Customer Effective clearly understands the Financial Services market. They know how to work with a company to understand how to deploy Microsoft Dynamics CRM. The fact they they have templates, add-ons, and IP that are specific to the Financial Services market thru their Capital Effective offering is an added bonus. A good majority of their delivery team has a Financial Services background
Cons
Nothing at this time. I look forward to seeing them add more solutions to their porfolio.
Additional Comments
I would recommend the team at Customer Effective any time.
  • Price 4
  • Deployment Time 3.5
  • Needs Met 4.5
  • Compatibility 4
  • Performance 4

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The views and opinions submitted and expressed here are not those of Microsoft.