Customer Effective is poised and ready to empower wealth management firms with flexible, scalable, and security-enhanced CRM tools and integrated solutions to grow their business. Customer Effective: FinServ for Wealth Management is our pre-configured Microsoft Dynamics CRM 2011 offering consisting of a full-featured Marketing, Sales, and Service suite tailored to wealth management industry needs. Below [...]
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Customer Effective and AssureSign Present: Increase Efficiency. Decrease Cost. With AssureSign for Microsoft Dynamics CRM We are excited to announce a FREE webinar on February 15, 2012 at 2:00pm Eastern Time The webinar will cover topics including: How companies have integrated AssureSign Electronic Signature Technology into Microsoft Dynamics CRM How to merge your documents with [...]
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Companies are being pressured to keep their relationships strong by adding a social media mix to their marketing and sales efforts, but they should also realize social doesn’t end at your customer. Social media brought into the workplace can create a lot of benefits not many are aware of. Social media connected with your CRM [...]
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Learning a new CRM system can be a daunting challenge for front line employees. As with any change and new product, there are early-adopters and laggards. Some percentage will completely embrace the new system and proactively educate themselves. Others will resist and may never use more than the basic functions. Proper training can benefit an [...]
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Are you considering Microsoft Dynamics CRM 2011 as either your company’s first CRM system or as a replacement for another system, but haven’t yet made the leap? Are you worried that getting your new system up and running will take a lot of time and effort on the part of yourself and your staff? We [...]
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Businesses have clearly recognized the existence of cloud computing, and it would be difficult to find a business where buzzwords like “cloud” and “SaaS” are not being thrown around. But how many businesses are actually using the cloud or at least considering it? According to a Microsoft-sponsored study 39 percent of small to medium-sized businesses [...]
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With the holidays behind us, many Sales teams are in the process of receiving new comp plans for the New Year. Sales management is faced with the dilemma of devising compensation structures that not only reward top performers, but also motivate them to continue producing at a high level going forward. Besides possibly changing compensation, [...]
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For all the talk about aligning sales and marketing business processes with Dynamics CRM, executing on that vision presents a variety of challenges. Dynamics CRM, in combination with a marketing automation solution, has the ability to align processes, data, and people to optimize efficiency and drive more sales and a better customer experience. But to [...]
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Microsoft Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. In this article, I will highlight Dialogs, one of the many enhancements delivered with the new version. To read more about the new functionality in Dynamics CRM 2011, click here. Dialogs enable you to set up [...]
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Customer Effective is excited to announce a Winter Webinar Series for Health Plan Providers. You will see how other Health Plan Organizations are using Microsoft Dynamics CRM to better manage their business. We will show you that CRM is not just a Sales Force Automation tool. Join us for our webinar series and learn how [...]
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