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Salesforce is consistently the strongest ranking CRM system in the conveted Gartner "Leaders" quadrant.
Data was automatically synced between the Excel application and the CRM system, enabling a single database for Accounts and Opportunities management.
has recently released a Financial Services edition of their software targeted at Financial Management practices.
MARKETING AUTOMATION Salesforce includes many good marketing tools.
You can also expand on these tools with Salesforce Marketing Cloud.
AUTOMATED WORKFLOWS The Salesforce CRM system comes with several tools for automating workflows inside and outside the application.
Automation improves efficiency and enables new insights into key data.
This edition allows management of the unique relationships and data associated with this Vertical.
For as low as per user per month, small businesses can now take advantage of functionality.
CRM CUSTOMIZATION Salesforce can be customized in many ways.
Our team will work with you to determine what is needed for fields, forms, views, reports, dashboards, custom apps, custom processes and more.