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Customer Effective Named 2009 Microsoft Dynamics Financial Services Partner of the Year


Greenville, SC - - June 29, 2009 - - Customer Effective Inc., a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, has been named 2009 Microsoft Dynamics Financial Services Partner of the Year, chosen from a field of nearly 2,000 entrants worldwide. The award recognizes partners who have exhibited excellence in providing innovative and unique solutions based on Microsoft Dynamics to customers in the financial services industry. Customer Effective has demonstrated industry knowledge and expertise, as well as consistent, high-quality, predictable service to Microsoft Dynamics customers.

“We are very pleased with Microsoft’s recognition of our success in delivering CRM solutions to the unique and demanding requirements of financial services companies,” said Scott Millwood, President of Customer Effective. “I’m really proud of everyone in our company for the hard work they have put into building our customer base and for building superb solutions in complex financial services vertical markets over the past six years. It’s great for the team to see their hard work result in this prestigious award. I’m equally pleased with Microsoft’s continued guidance and support in helping us grow to become the recognized leader in financial services.”

Customer Effective has completed over 300 projects with 170 customers and partners since the company was founded in 2003 to focus exclusively on Microsoft Dynamics CRM. The company’s customers include Bank of America, FBR Capital Markets, First Reserve, Markel Corporation, MAG Mutual Insurance Company, Taylor, Bean and Whitaker, Valmark Securities and CapTrust Financial Advisors. Customer Effective’s success in financial services is based upon deep business process knowledge and delivery of Microsoft Dynamics CRM with “XRM” Accelerators specifically configured to address the sophisticated relational models and processes of financial services micro-verticals.

“Microsoft is proud to recognize Customer Effective as the Microsoft Dynamics Financial Services Partner of the Year,” said David Smith, General Manager, U.S. Microsoft Dynamics Partners, Microsoft Corp. “Customer Effective’s innovative solutions based on Microsoft Dynamics CRM have helped their financial services customers achieve their business goals and succeed. Their Capital Effective CRM solution delivers business-class solutions to financial professionals across insurance, banking, and capital markets.”

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. Recipient of several CRM and Microsoft awards, Customer Effective recently received the 2008 Microsoft Dynamics Inner Circle distinction, and was also named to the 2008 Inc. 500 list. For more information, visit

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 CRM value-added reseller
 Microsoft Dynamics CRM
 CRM implementation
 CRM expertise
 Customer Effective CRM

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