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AdvisorEngine CRM Case Studies

  • Lucien, Stirling & Gray Advisory Group - Customer Case Study

    Chris Vasquez Financial Services Professional

  • Seneschal Advisors Making the Switch from Salesforce

    Tania Kaarvand Operations Manager
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  • Practifi
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    4.8 / 5.0
    Customer References 17 total
    About

    Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …

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  • Barantum
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    Customer References 28 total
    About

    Barantum.com offers CRM Omnichannel, Call Center, and WhatsApp Business API solutions to enhance customer service and boost sales for businesses in Indonesia.

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  • Strategic Growth, Inc.
    Reference Rating
    4.7 / 5.0
    Customer References 49 total
    About

    Strategic Growth consultants have an average of five years of salesforce.com experience, and Strategic Growth require new consultants to have at least 10+ years of general professional-services experience. Strategic Growth …

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