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Customer Effective, a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, has completed a customized Microsoft Dynamics CRM implementation for CapTrust, an investment advisory and retirement plan consulting firm. 

 

CapTrust chose Customer Effective for its Microsoft Dynamics CRM expertise, company officials said, using the product's "technical and development services" to implement CRM using the xRM platform to "build more than 20 business applications on a single platform for CapTrust."

 

These business applications are intended to give CapTrust more efficient processes, help recruit financial advisors, and provide differentiated services to clients, according to Customer Effective officials, who added that the xRM platform was especially attractive "because of its technical flexibility allowing CapTrust to maintain control over business data."

As part of the project with Customer Effective, CapTrust created an online fiduciary management tool for retirement plan sponsors. The company was also able to build a portal for financial advisors.

“We sought out technology that would make our processes more efficient and consistent across all client touch points and let us make rapid changes,” says Garrett Klas, application development manager at CapTrust. “With xRM and the expertise offered by Customer Effective, we are able to support the expansion of our business with unique advisory tools that we can get to market quickly.”

Customer Effective, with headquarters in Greenville, S.C, sells customer interaction products based on Microsoft Dynamics Customer Relationship Management.

 

In May, Taylor, Bean & Whitaker Mortgage Corp., a national wholesale mortgage lender, selected Customer Effective Inc. as its CRM software provider.

According to Customer Effective, the CRM system deployment involved data integration, business process streamlining and automation to sustain annual production volume of $35 billion and support the lender’s $3 billion asset total.

Company officials said that at the behest of Microsoft, Customer Effective embarked on the collaborative CRM project with TBW, building the CRM solution to meet the growing needs of the mortgage lender.