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AdvisorEngine CRM Case Studies

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

    Chris VasquezFinancial Services Professional

  • Junxure - Customer Case Study

    Brad FergusonChief Investment Strategist for Asset Management
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    4.7 / 5.0
    Customer References42 total
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    Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information.

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    4.7 / 5.0
    Customer References20 total
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    Priam Software provides multi-channel business solutions. Priam Software is the result of 20 years of development involving over 200 man-years of product development. They operate from Sanderson House of Manor Road, Coventry. The name PRIAM is an acronym for Personalised Retail Inventory and Accounts Management. Priam was also the King of Troy in Homer's Iliad. They can only claim that their product goeses back 20 years but software works on smaller time scales than mythology.

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    Customer References35 total
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    Clientbook is a mobile app to facilitate easy clienteling by high-ticket retail sales associates. By using Clientbook, retailers gain visibility and control over the customer experience, resulting in more store visits, better sales conversion rates, and higher average dollar sales.

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