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Customer Effective’s Microsoft Dynamics CRM Expertise Delivers Business Expansion Opportunities for CAPTRUST


Greenville, SC - - November 12, 2009 - - Customer Effective Inc., a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, recently completed a customized Microsoft Dynamics CRM implementation for CAPTRUST - an investment advisory and retirement plan consulting firm. Preferring a Microsoft Gold Certified Partner, CAPTRUST chose Customer Effective for their Microsoft Dynamics CRM expertise. Customer Effective’s technical and development services were leveraged to implement CRM using the solution’s xRM platform to help build more than 20 business applications on a single platform for CAPTRUST. These business applications give CAPTRUST more efficient processes, help recruit financial advisors, and provide differentiated services to clients. The xRM platform was especially attractive because of its technical flexibility allowing CAPTRUST to maintain tight control over sensitive business data.

As part of the project with Customer Effective, CAPTRUST created an online fiduciary management tool for retirement plan sponsors – the first of its kind in the industry. The company was also able to build a portal for financial advisors twice as fast than with any other development strategy.

“We sought out a technology solution 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 better support the expansion of our business with unique advisory tools that we can get to market quickly.”

About Customer Effective

Customer Effective, with headquarters in Greenville, S.C., is a leading innovator in customer interaction solutions based on Microsoft Dynamics Customer Relationship Management (CRM). The company is a Microsoft Gold Certified Partner, CRM Consultant and Solution Implementer having completed hundreds of Microsoft CRM implementations and development projects. Recent CRM and Microsoft awards include recognition as the 2009 Microsoft Dynamics Financial Services Partner of the Year, being named to the 2009 Microsoft Dynamics President’s Club, recipient of the 2008 and 2009 Microsoft Dynamics Inner Circle distinction, and member of the 2008 Inc. 500 list. For more information, visit

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 Microsoft CRM
 Microsoft Dynamics CRM
 CRM implementation
 CRM expertise
 Customer Effective CRM

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