Customer Effective, Inc. Partners With SalesCentric to Improve CRM Performance for...

Customer Effective, Inc. Partners With SalesCentric to Improve CRM Performance
for Financial Services Customers
- Relationship Charts offer view of critical relationships between contacts -

NEW YORK, Feb. 26 /PRNewswire/ -- Customer Effective, Inc., a Microsoft
Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM,
announced a partnership with SalesCentric to offer its customers Relationship
Charts, an add-on application for Microsoft Dynamics CRM.
(Logo: http://www.newscom.com/cgi-bin/prnh/20080226/NYTU054LOGO )
Relationship Charts were developed by SalesCentric to complement Microsoft
Dynamics CRM software with easy-to-use, visual tools that improve sales
performance, forecast accuracy and marketing effectiveness. Customer
Effective is including this functionality in its portfolio of Microsoft
Dynamics CRM solutions, which includes Capital Effective, a front office
relationship management solution designed exclusively for the financial
services market.
"Our Capital Effective offering helps organizations in commercial banking,
private equity, investment banking, hedge funds and wealth management address
marketing, sales and customer service performance," explains Scott Millwood,
CEO Customer Effective. "The visual integration and mapping of entities
provided by Relationship Charts provides the rich, graphical look our
financial service customers crave."
With Relationship Charts, more users, especially sales people, get value
and ease of use from their CRM solution. With attributes and relationships
tagged in the database, users can easily understand the critical relationships
and connections between organizations and individuals within the CRM platform.
For example, wealth management portfolio managers use Relationship Charts to
keep an easy-to-understand visual of their clients' information to see which
individuals belong to specific funds and the brokers, accounts, etc. that are
tied to their total portfolio.
Matthew Crook, CEO of SalesCentric adds, "We are honored to collaborate
with Customer Effective in this pioneering product offering. With
Relationship Charts, Capital Effective will deliver real business value to
customers in the financial services sector. Relationship Charts are a perfect
fit for unique business requirements of this vertical market."
About SalesCentric
Established in 2003, SalesCentric develops and markets add-on software to
visually enhance Microsoft Dynamics CRM, sold globally via Microsoft channel
partners. With facilities in the U.S. and the U.K., SalesCentric products help
drive CRM usage, increase sales performance and improve marketing
effectiveness. SalesCentric is a Microsoft certified ISV partner. For more
information, visit www.salescentric.com
About Customer Effective
Customer Effective, with headquarters in Greenville, S.C., is a leading
innovator in customer interaction solutions based on Microsoft Dynamics
Customer Relationship Management (CRM). The company is a Microsoft Gold
Certified Partner, Independent Software Vendor (ISV) and Solution Implementer
having been engaged in more than 200 Microsoft CRM implementation and
development projects. With its Capital Effective(TM) CRM Suite, the company
provides front office solutions for financial services professionals in
commercial banking, private equity, investment banks, hedge funds and wealth
management. For more information, visit www.CustomerEffective.com.
SOURCE SalesCentric

Eivind Sandstrand, SalesCentric, +1-360-567-8465