Announcing the Newest CRM Release – ClientLogix v.5

August 15, 2013 No comments exist

Rollout of ClientLogix 5.0

The release of ClientLogix 5.0 powered by latest  8.0 version of Saleslogix has been very exciting and well received by new clients as well as those existing asset managers that have begun upgrading. As Application Services Manager, I am directly responsible for overseeing, implementing and enhancing the ClientLogix product to not only service the Investment Industry but also take full advantage of the core benefits that the underlying Saleslogix platform has to offer.  

Hybrid Implementation – LAN, Web & Mobile

Over the past year, Swiftpage has heavily focused efforts on bringing the Saleslogix Web and Mobile platforms to the next level, allowing users more options than ever to access data in real time – from anywhere at any time. 

In turn, ClientLogix is rewarding users with flexibility and access to data well beyond other solutions in the industry. No two clients are the same, and the same rule applies to users within each firm. Whether you are a power user that needs the full function LAN version of the product, a client service user looking for a lighter interface with WEB or a salesperson always on the go utilizing Mobile on your Tablet or Phone, ClientLogix can meet the flexibility requirements that users demand.

UNAPEN’s Golden Rules

I have worked with and been implementing CRM solutions for almost 15 years now and there are 2 golden rules to successfully utilizing CRM to meet your company goals:

 

1) Centralize your Data

2) Users must Adopt

 

ClientLogix has always been a leader in data centralization and users can easily access the information in the product how they want – when they want – where they want; adoption does not need to be a struggle anymore.

 

Robert Harriss is the Application Services Manager at UNAPEN, Inc.

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