All are welcome to sign up here http://tiny.cc/ucctfx for the Xbar webinar on May 19 at 3pm est.
Announcing the best in CRM for Investment/Wealth Management – now extended inside Outlook!
ClientLogix™ CRM – the enterprise CRM solution for progressive investment and wealth management firms who are striving for greater operational efficiency and client service – is now inside Microsoft Outlook. The new Xbar from Saleslogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix.
ClientLogix – CRM & Business Intelligence
ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services.
The new Xbar
A wide range of information and activities can be accessed, including interaction history, follow-up action items, leads generated from e-marketing campaigns, opportunity management, and more. Users can freely work with and modify the Saleslogix/ClientLogix information, taking actions and updating the information as necessary, all from within Outlook and without ever losing sight of their inbox.
Users can also quickly create entirely new contacts, accounts and opportunities through the Xbar. This can often be done quickly and conveniently by dragging and dropping existing information from email into the Xbar interface.
Contact, calendar and interaction history changes made in Xbar automatically update within Saleslogix/ClientLogix in real-time, ensuring other team members can immediately see and access the updated information.