Customer Effective: FinServ for Microsoft Dynamics CRM

by Customer Effective

App Type:
On-premises Application
Business Need:
Customer Service, CRM, Data Analytics, Reporting, Business Intelligence (BI), Sales Pipeline, Lead Management
Works With:
Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0, Microsoft Office Online, SQL Server 2008 Standard Edition
Industry Focus:
Financial Services

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

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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.

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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.

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

App Overview