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Customer Effective Announces Financial Services Industry Badge and Product Certification by AMR Research and Microsoft


Greenville, SC - - November 17, 2010 - - Customer Effective Inc., a 2010 Microsoft Inner Circle member and the 2010 East Region Dynamics Partner of the Year winner focused on Microsoft Dynamics CRM, announces two key accomplishments in the financial services market: the AMR Research Financial Services Industry Certification and the “Certified for Microsoft Dynamics” designation for its Capital Effective financial services solution.

Financial Services Industry Certification by AMR Research requires a thorough review of Customer Effective’s industry experience, personnel and customer references by AMR Research analysts. “Certified for Microsoft Dynamics” for Capital Effective requires rigorous testing from an independent source, proof of adoption in production customer sites and recommendation from customers. Capital Effective is a Microsoft Dynamics CRM solution built by Customer Effective to address the sophisticated requirements of financial services firms in insurance, capital markets and banking.

“Achieving certification for Capital Effective and attaining our Industry Badge in Financial Services demonstrates our continued investment in delivering high quality, industry specific solutions for our customers,” says Customer Effective CEO, Scott Millwood. “These advanced certifications ensure our financial services customers that we deeply understand their business processes and requirements, and are uniquely capable of helping them achieve success with Microsoft Dynamics CRM.”

“From the moment we met the folks at Customer Effective we knew they understood our business model and spoke our language,” says Eric Souza, Director of Information Technology for Berkshire Partners, LLC, “They came to the project with experts from our industry and pre-built templates to help us get the most from Microsoft Dynamics CRM. The Customer Effective team has the right level of industry knowledge, technical skills and project leadership to help Berkshire achieve success. It’s great to see AMR Research and Microsoft recognize their commitment to the financial services space.”

About Customer Effective

Customer Effective is a leading innovator in relationship management solutions based on Microsoft Dynamics Customer Relationship Management (CRM). Customer Effective is the 2009 Microsoft Dynamics Financial Services CRM Partner of the Year. Other recent CRM and Microsoft awards include recognition as a 2010 Partner of the Year Finalist, 2010 Microsoft Dynamics President’s Club and Inner Circle distinction, and a member of the 2008 Inc. 500 list. For more information, visit

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 Customer Effective CRM

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