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Automates the entire event management process by organizing, tracking and managing detailed event, activity, exhibitor, attendee, vendor, resource, personnel, marketing and financial information.
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Enables associations and member-based organizations to effectively manage member information, committees, enrollment processes, renewals, dues, resources, meetings, training activities and financial related information.
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Offers publication and subscription based organizations a turnkey sales, marketing, and operations solution to effectively manage subscriber information, enrollment processes, renewals, deferred revenue, shipment and financial related information.
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Designed specifically to automate the entire process of managing the courses, schedules, instructors, students, locations, registrations, resources, training materials and financial information necessary for training organizations and educational institutions to be successful.
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appFunds from appStrategy is a .NET-connected software solution for mutual fund and annuity sales and marketing companies. Designed from extensive industry expertise, and utilizing the latest technologies, appFunds is the premier asset management solution that leverages the Microsoft Dynamics CRM platform.
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QuoteWerks allows companies in every industry to create detailed quotes with speed and efficiency. If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks.
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The IP Office Customer Management solution integrates the call routing and contact center capabilities of the Avaya IP Office system with the database and reporting technology of the Microsoft Business Solutions CRM® application. When a call comes
in, the Avaya IP Office system sends information about the caller to the Microsoft CRM solution, which searches its database for any customer records linked to that number. Those records are routed along with the call and appear as a “screen pop” of in
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The Powertrak suite of specialized Wealth Management & Retail Financial modules include the following capabilities:
Consolidates views of all clients and portfolios
Provides views and tools to manage complex extended relationships
Manages renewals
Analyzes production and profitability
Handle Major Acquisitions, for selling unique products and properties
Works with industry leading financial planning and aggregation tools
Values, finds and keeps your most profitable customers
Integrates
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Powertrak offers a specific suite of specialized High-Tech Industry modules with the following Partner Relationship Management capabilities for Microsoft Dynamics CRM 3.0:
Handles Multi-channel, multi-currency forecasting down to rep, account and SKU
Provides views and tools to manage complex extended relationships
Utilizes technical case management and self-service portals
Provides Partner Portal with marketing coop and incentive tracking
Enables time and billing by project
Manages part
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Powertrak offers a specific suite of specialized Government and Association modules with the following capabilities:
Manages all fundraising, membership renewals and marketing campaigns
Consolidates views of all members, donations, fees and profiles
Provides views and tools to manage extended relationships
Maximizes revenue and increases participation in your Events
Tracks all legislation effecting you and your member community
Tracks committee involvement, special certifications and skil
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