22 June 2011

CRM 2011 add-on solution for Finance / Insurance sector?

I have a list of CRM 2011 add-on solutions for Finance / Insurance sector, try to beat the Oracle Financials. See below:


UK based vendors:
http://dynamics-crm.pinpoint.microsoft.com/en-gb/applications/uk-and-worldwide-microsoft-dynamics-crm-for-financial-services-12884910408
http://dynamics-crm.pinpoint.microsoft.com/en-GB/applications/consultcrm-microsoft-crm-for-financial-services-4294996711

US based vendors:
http://dynamics.pinpoint.microsoft.com/en-GB/PartnerDetails.aspx?PartnerId=4295509793&ProductId=4295028573&CurrentTab=1
http://dynamics.pinpoint.microsoft.com/en-us/applications/crm-for-financial-services-wealth-entry-edition-4294993420
http://dynamics-crm.pinpoint.microsoft.com/en-us/applications/insurance-benefits-brokers-solution-for-microsoft-dynamics-crm-4294971329


Please contact me (jim.wang^csc.com) along with your product introduction if your company base in the UK and has such solutions; or want to sell the product in the UK market.

Thanks!

9 comments:

Neil Shu's Weblog said...

Hi, Jian, I want to know if there are any ways to filter dashboards.
Our requirement is to show different dashboard views for different business unit users.
Is it possible? Any reply would be appreciated. Thanks for u time and patience.

Herman S. Calderon said...

This list is really helpful.
Insurance UK

Reeceloui said...

I think that's CRM new addition are helpful to get perfect solution for insurance matter.

PPI

Jean said...

While searching for information, happen to see your site. The article is awesome. I really enjoy reading it. I'm in the car insurance industrial. Your article gives me a ideal to improve my website. Awesome! I will be back for your new updates. Thanks You!Car Insurance Singapore

Jean said...

While searching for information, happen to see your site. The article is awesome. I really enjoy reading it. I'm in the car insurance industrial. Your article gives me a ideal to improve my website. Awesome! I will be back for your new updates. Thanks You!
Car Insurance Singapore

Conry Lavis said...

CRM is necessary in an organization thank you so much for the list ill check out this once again thank you so much i keep visiting this blog...
Over 50 Life Insurance

Unknown said...

I really appreciate spending some time to talk about that, I believe firmly regarding this and so really enjoy understanding more about this kind of subject.This is also a very good post which I really enjoyed reading. It is not everyday that I have the possibility to see something like this. CRM Software || MLM Software in Mumbai || ERP Software || System Software in Mumbai

Unknown said...

Keep up the fantastic piece of work, I read few blog posts on this web site and I believe that your site is real interesting and has lots of great information. ERP Software in Mumbai || System Software || CRM Software in Mumbai || MLM Software

Unknown said...

I read your blog on daily basis. This is really great and informative post. Thanks for sharing. Finance Services CRM Solutions