Showing 1-10 of 124 Results Worldwide

Customer Effective: FinServ for Microsoft Dynamics CRM
(2)
Customer Effective: FinServ is a purpose built CRM solution based on the Microsoft Dynamics CRM platform and provided by Customer Effective explicitly for Financial Services professionals across Insurance...
Version: 2.0
Sales Pipeline Management for Microsoft Dynamics CRM
(6)
Sales Pipeline Management includes a sales methodology that can be form-fitted to any specific sales process; but the overall structure of the tool maintains one common objective – quantify overall...
Release Date: 5/15/2014
Version: v.5.2.0
SEER for Software Suite
(3)
The SEER for Software product line consists of the SEER for Software Core and extended capabilities which can be licensed individually or bundled within a choice of delivery editions. SEER for Software...
Custom Quote Generator for CRM Online
(2)
Generate custom quotes in PDF, Word, or Excel with your company logo and in a report format that fits your business. The custom quote is designed for CRM 2011 Online customers. Using Fetch XML, (SQL...
Release Date: 5/23/2011
Version: 1.0.1
Proximity Analyzer
(2)
Web-based Service to Quickly Analyze Proximity to Clients and Competition Proximity Analyzer is a hosted, web-based service for corporate and field reps to prepare reports, with maps, detailing the...
CRM for Mergers and Acquisitions (M&A)
(1)
Manage your firm better with all of your data in one location and accessible across your firm. You will be able to obtain a quick overview of all deals with dashboards and reports that can be customized...
SQL SimpleView
(1)
SQL SimpleView is an affordable and easy to use self service SQL Server data viewer for small to large sized businesses. It provides Business Users the ability to quickly query and filter data from...
Release Date: 3/1/2011
Version: 2011.2.4202
XLhub (Excel SQL Server Integration)
(1)
XLhub is an Excel add-in for integrating Excel and SQL Server. It is used to create multi-user applications for forecasting, budgeting, timesheets and other collaborative processes. Data in Excel...
Release Date: 7/16/2012
Version: 3.1
4Sight Business Intelligence (BI) for Property & Casualty (P&C) Insurance (0 Reviews)
4Sight Business Intelligence, Inc. provides business intelligence solutions designed specifically for Property & Casualty insurance industry. 4Sight Business Intelligence for Property & Casualty Insurance...
Agency Expert Enterprise Version (0 Reviews)
Agency Expert .Net is a desktop to enterprise scalable system that provides all of the functions required to run, manage and optimize the marketing, client service and agency production of small to large...