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Customer Effective: FinServ for Microsoft Dynamics CRM (2)
On-premises Application by: Customer Effective
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
Application Details
Sales Pipeline Management for Microsoft Dynamics CRM (6)
On-premises Application by: AbleBridge Inc.
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: 3/4/2011
Version: v.3.3.5
Application Details
SEER for Software Suite (3)
On-premises Application by: Galorath Incorporated
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...
Application Details
CRM for Mergers and Acquisitions (M&A) (1)
Online Application by: Atrio Systems
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...
Application Details
Custom Quote Generator for CRM Online (1)
Online Application by: Seepath Solutions
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
Application Details
SQL SimpleView (1)
On-Premises and/or Online Application by: InfoToad Consulting, LLC - Business Intelligence Consulting Services
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
Application Details
Proximity Analyzer (1)
Online Application by: InfoGrow Corporation
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...
Application Details
4Sight Business Intelligence (BI) for Property & Casualty (P&C) Insurance (0 Reviews)
On-premises Application by: 4Sight Business Intelligence, Inc.
4Sight Business Intelligence, Inc. provides business intelligence solutions designed specifically for Property & Casualty insurance industry. 4Sight Business Intelligence for Property & Casualty Insurance...
Application Details
Agency Expert Enterprise Version (0 Reviews)
On-premises Application by: GBS, Inc.
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...
Application Details
AltaReturn Reporting for Alternative Investments (0 Reviews)
On-premises Application by: AltaReturn
AltaReturn’s innovative Business Intelligence and Reporting platform will give you the power to design, create and analyze data from multiple sources quickly and easily. Our patent pending Calculation...
Version: 2011
Application Details