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AdvisorEngine CRM Case Studies

  • RIA Firm uses Junxure to Streamline Processes and Accommodate Multiple Locations

  • Mark Stempel & Associates - 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 References10 total
    About

    TeamGram is an all-in-one cloud-based tool that helps business teams collaborate, manage tasks, customer relationships and sales. With instant deployment, an extremely easy to use interface, web, Android and iOS apps, zero administration, and sensible pricing, it is the ideal business tool for businesses of any size.

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    4.7 / 5.0
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    About

    WakeupSales has been a result of well-thought and organised planning. Beautifully crafted to overcome your day-to-day snags to handle customers effectively. It's a easy-to-use CRM to streamline sales activities for small/medium/enterprise businesses & manage powerful customer relationships including various analytical reporting.

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