Customer Effective, Inc. Unveils Financial Industry Success With CRM Software

Customer Effective, Inc., a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, officially launched its Capital Effective CRM suite . The solution already has momentum, with more than 3,100 financial industry users including commercial banks, private equity firms, investment banks, hedge funds and wealth management institutions. The company's clients include AgFirst Farm Credit Bank, Jamestown Properties, AgStar Financial Services, Federal Reserve Bank of Dallas, Valmark Securities and Columbia Management Group, the investment banking arm of Bank of America.

As a leading innovator in customer relationship management solutions for financial institutions, Customer Effective developed Capital Effective specifically for financial services companies. Built upon the Microsoft Dynamics CRM platform, Capital Effective utilizes functionality from the 2007 Microsoft Office System and Microsoft Office Outlook to bring together information from all data sources within an organization and give one, holistic view of each customer in real time.

"Business intelligence has matured and evolved from traditional CRM solutions and initiatives," said Scott Millwood, president, Customer Effective. "Financial institutions have to be just as focused on consumer interactions as they have traditionally been on consumer transactions. By providing our customers at banks, mortgage brokers, credit unions and investment firms with the latest Microsoft technology, we ensure these institutions have enterprise-wide access to their customer histories, preferences and details for better service and optimal marketing and sales results. It's not enough to simply have information. Today's sales and service organizations need relevant information, filtered and on-demand. That's what Customer Effective and Microsoft bring to the table."

In addition to this success in financial services, Millwood was recently nominated to serve on Microsoft's Dynamics VAR (Value-Added-Reseller) Partner Advisory Council (PAC). Microsoft's PAC program is an exclusive, invitation-only membership, allowing constituents to gather and disseminate partner feedback on strategic Microsoft products and programs.

"More than ever before, banks are concerned about the acquisition, retention and extension of their relationships with customers. This requires the right software and tools to empower employees from within firms to take a 360-degree view of the customer," said Greg Haislip, U.S. banking industry solutions director, Microsoft Corp. "Customer Effective, building upon the Microsoft Dynamics CRM platform, has created a solution that caters to these distinct industry needs, and we're proud to work with the company to serve our mutual customers."

Customer Effective has received four awards from Microsoft in the last three years, including the prestigious Pinnacle Award and Teamwork, Competency and Competitive Award in 2005, Southeast Partner of the Quarter in 2006 and East Region Teamwork Award in 2007. The company was also named to Microsoft's Inner Circle and President's Club in 2006.

About Customer Effective
Customer Effective, with headquarters in Greenville, SC, is a leading innovator in customer interaction solutions based on the Microsoft Dynamics CRM (Customer Relationship Management) platform. Customer Effective is a Microsoft Gold Certified Partner, Independent Software Vendor (ISV) and Solution Implementer serving mid-market and enterprise organizations worldwide. With a sole focus on Microsoft Dynamics CRM, the company has been engaged in well over 100 Microsoft CRM implementation and development projects. For more information, visit www.CustomerEffective.com.

SOURCE: Customer Effective, Inc.