Media Kit

Customer Effective is a leading innovator in customer interaction solutions based on the Microsoft Dynamics CRM platform.  Microsoft Dynamics CRM enables companies to create a centralized repository of customer data that sits alongside Microsoft Office and Microsoft Office Outlook.  Easy access to marketing, sales and customer service modules enable employees to make sales decisions, market products, solve problems and get strategic views of the business on demand.

As a Microsoft Gold Certified Partner, Independent Software Vendor (ISV) and Solution Implementer, Customer Effective serves mid-market organizations worldwide.  Customer Effective has been engaged in more than 260 Microsoft Dynamics CRM implementation and development projects.

Customer Effective’s focus on Microsoft Dynamics CRM allows the company to provide deep functional knowledge and technical development capabilities to its partners and customers.  Each member of its team is a software industry veteran with years of experience building and implementing Microsoft-based business solutions.  Every person works exclusively with Microsoft Dynamics CRM to maintain the company’s focus and achieve client goals.

Through its project experience, Customer Effective has developed an extensive portfolio of product enhancements to help users get more out of their Microsoft Dynamics CRM implementation.  These customizations streamline and extend the capability of Microsoft Dynamics CRM to make it easier for users to be more effective in their work.  Customer Effective has been developing solutions on the Microsoft Dynamics CRM platform since the product was released in late 2002.

Description:
Customer Effective, Inc., with headquarters in Greenville, S.C., is a leading innovator in customer interaction solutions based on the Microsoft Dynamics CRM (Customer Relationship Management) platform. Customer Effective is a Microsoft Gold Certified Partner, Independent Software Vendor (ISV) and Solution Implementer serving mid-market and enterprise organizations worldwide. With a sole focus on Microsoft Dynamics CRM, the company has been engaged in more than 250 Microsoft Dynamics CRM implementation and development projects. Recent CRM and Microsoft awards include recognition as the 2009 MIcrosoft Dynamics CRM Financial Services Partner of the Year, being named to the 2008 and 2009 President's Club, recipient of the 2008 and 2009 Microsoft Dynamics Inner Circle destinction, and a member of the 2008 Inc. 500 list

Vertical Focus: Financial Services
Through its Capital Effective™ brand, Customer Effective provides front office solutions for financial services professionals in Insurance, Banking, and Capital Markets (Private Equity, Investment Banks, Hedge Funds and Wealth Management).  These solutions are powered by Microsoft Dynamics CRM for effective marketing, sales and customer service performance including strategic views of the business through custom dashboard reporting and key performance indicators.