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AdvisorEngine CRM Case Studies

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  • Junxure - Customer Case Study

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    4.7 / 5.0
    Customer References11 total
    About

    OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales process and gets the insights to drive continuous improvement. The core pillars of OptifiNow include a full featured CRM, Sales Automation, Sales Enablement, Content Management and Reporting/Analytics, all integrated into a cloud based platform. Deployed in a configurable modular format each Enterprise customer define their best practices and processes of their sales organization and provide their sales teams the tools they need to succeed in today's competitive marketplace.

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    4.7 / 5.0
    Customer References11 total
    About

    Salesflare is the intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee.

  • Reference Rating
    4.7 / 5.0
    Customer References11 total
    About

    itracMarketer has been developing innovative online marketing solutions for a diverse range of businesses. The company’s advanced itracMarketer cloud platform offers turnkey self-service solutions in email marketing with CASL compliance, marketing automation, sales CRM, event management, social media integration, web analytics, lead management and more. With new tools and ideas continually in development based on emerging trends, the company’s creative and strategic goal is to develop easy to use and effective solutions that drive customer results.

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