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“Our favorite function of OnContact CRM is the ability to track the entire sales pipeline in order to see what we have coming in in terms of prospects and leads. In the past, we never had that – we didn’t have a decent sales pipeline regarding what potential sales opportunities we had.”
“[Aptean CRM] provides a higher level of information to our sales team, but it also provides additional information to the management team.[Aptean CRM] helps us plan our sales forecast and identify any existing sales opportunities—We can now develop sales strategies based on all the data we’re collecting. CRM also gives us visibility on how prospects are progressing, how everything is moving. We didn’t have that prior to implementing [Aptean CRM]. Overall, I think it improves the focus in on what you’re trying to do as a business.”
Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. Unlike traditional CRM solutions that focus primarily on management and reporting, Sugar empowers the individual, coordinating the actions of customer-facing employees and equipping them with the right information at the right time to transform the customer experience.
Pipedrive is a sales-focused customer relationship management tool loved by teams of all sizes. With 100,000+ paying customers spanning 179 countries, sales teams are attracted by Pipedrive's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with this agile and powerful CRM software.
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