The Microsoft CRM & Outlook Product Suite for Financial Services
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When most industry observers hear customer relationship management (CRM), they think of applications for sales, service and marketing. However, actual CRM software users think of the much more specific functionality required to do business in their industry.
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Empower advisors to deliver proactive, personalized service to their clients
Barry Chapman
IT Manager
Hanson McClain
"GaleForce CRM closely matched the way we did business, plus gave us the flexibility to easily customize the solution for integration to front and back office systems, and more."