Who We Are
Customer Effective helps our clients maximize their customer relationships using solutions based exclusively on Microsoft technology. As a Microsoft Gold Certified Partner, we are Consultants and Solution Implementers serving midmarket and enterprise organizations worldwide. Customer Effective delivers business process automation and collaboration solutions and has engaged in hundreds of Microsoft Dynamics CRM implementation projects since the product’s release in 2002.
Professional Implementation
For solutions to deliver real business gains, technology alone isn’t enough. Complete solutions require professional implementation. At Customer Effective we understand what it takes to help organizations succeed in transforming technology into real productivity solutions. From mid-market companies to large corporations. In financial services and manufacturing. For technology providers and professional services organizations. We know the ropes when it comes to delivering customer management solutions.
Our Tools
Customer Effective utilizes tools from Microsoft’s technology platform to streamline and automate key business processes. Microsoft products are designed to integrate seamlessly in order to help your people work together more effectively, perform at higher levels and maximize customer relationships. When combined with our extensive implementation experience with Microsoft Dynamics CRM, these tools and our expertise position us to deliver customer management solutions to meet a wide variety of our clients’ business needs. The versatility of Microsoft technologies mean they can be combined to enhance and extend the capabilities of CRM alone.Microsoft Dynamics CRM gives you the applications and capabilities you need to easily create and maintain a clear, 360○ view of customer interactions from first contact through purchase and post-sales. Microsoft SharePoint® can be integrated with CRM to help our customers centralize and manage content enterprise-wide. While we’ve been creating performance dashboards for our customers for years, the arrival of Microsoft PerformancePoint™ means we can extend our dashboard capabilities, combine data from multiple business systems and measure performance across departments. Microsoft BizTalk® includes a range of technologies to combine different systems into effective business processes. And of course, all of these technologies integrate seamlessly with Microsoft’s widely-used Exchange and Office, including Word, Excel and Outlook.
Over the course of implementing hundreds of successful Microsoft Dynamics CRM projects, Customer Effective developed an extensive set of configurations, customizations and integrations that help users get more out of CRM. There is no additional charge for these best practices templates, in fact we leverage this field-proven toolkit with each new customer in order to help us accelerate implementations, drive user adoption and maximize our work for you.
"We now not only have the centralized contact database that is inherent in Microsoft CRM, but also a great tool for deal evaluation, tracking and pipeline reporting thanks to Customer Effective."
"Microsoft CRM has made everyone in our company more productive. Over the past year we've added more than $250 million in new business without hiring additional staff."
"Complaints have plummeted since we implemented CRM. We've completely turned around this area in our company."
- Carman Wenkoff - President of Card Services, IPC"We finally have a tool that lets us intelligently manage the business."
- Scott Rosen - COO, Equinox Fitness"Now that CRM has been configured specifically to our needs, we're able to capture more contact information, create opportunities for each of our product lines and design and launch marketing campaigns where results are tracked and monitored."
