Wealth Management Software

Easy-to-use Web-based CRM solution for sales, service, marketing, and call center operations that streamlines customer relationship management and boosts customer satisfaction. Organizations can enjoy unparalleled productivity, revenue growth, and business intelligence with Salesforce CRM:

• Sales Force Automation: Exercise comprehensive control over your sales data and processes
• Marketing Automation: Integrate sales and marketing for optimized lead flow and ROI
• Customer Service & Support: Build customer loyalty while improving agent productivity
• Partner Relationship Management: Increase channel revenue through your partners

NetSuite is the first and only company to give growing and midsize businesses on demand Web-based business applications to run their entire company. With thousands of customers globally, NetSuite has earned numerous awards for market leadership and innovation from such leading publications as eWeek, CRM Magazine, InfoWorld, PC Magazine, and The CPA Technology Advisor among others. Customers, analysts and press recognize that NetSuite alone provides integrated front office customer relationship management (CRM), back-office enterprise resource planning (ERP), and ecommerce in one powerful application with the modularity and flexibility to meet your specific business needs. NetSuite is available in the following languages: English, German, French, Spanish, Traditional Chinese, Simplified Chinese, Russian, Japanese, Korean, Danish, Thai, and Italian. NetSuite CRM solutions and applications provide real-time business intelligence on every department within your company, automate business processes across your entire business, and eliminate the majority of IT costs and complexity—and the headaches that go with them.

RightNow delivers on demand CRM software and services that create the best possible experience for your customers while reducing costs through email, live chat, web self-service, phone, and more.

When it comes to Customer Relationship Management (CRM), communication is key. The ideal CRM solution should streamline the way your people communicate with clients and collaborate with each other. The more comfortable they are with the tools, the more effective they will be at their jobs. And what’s more comfortable than a look and feel you already know?

SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.

As the worlds leading provider of business software*, SAP delivers products and services that help accelerate business innovation for our customers. We believe that doing so will unleash growth and create significant new value – for our customers, SAP, and ultimately, entire industries and the economy at large. Today, more than 76,000 customers in more than 120 countries run SAP applications – from distinct solutions addressing the needs of small businesses and midsize companies to suite offerings for global organizations.