Corelogix has been providing strategic CRM solutions for over a decade now and our combined experience in this area is well over 30 years. Our goal is to assist companies to grow their businesses, with a focus on solid CRM strategies that result in successful CRM deployments. We are staffed by ACT! Certified Consultants (ACC) who are an exclusive group of independent, trained, and authorized professionals who specialize in helping you implement ACT! CRM solutions to run your business better.
The Advisor™ is the Next generation of relationship management software designed specifically for Financial Advisors. The Advisor™ utilizes the most popular contact management system in the world, ACT!. The Advisor™ is an add-on to the ACT! software that customizes ACT! for the financial services practice and is designed specifically for financial service professionals.
Research shows that many companies have implemented an electronic filing system. The results however, are that very few have successfully maintained or used it affectively. The reasons for failure are vast.
This Webinar is designed to review how to:
- Setup or update your electronic filing system
- Manage documents with a logical flow
- Take your office paperless
- Standard Operating Procedure (Rules to follow)
- Employee Buy-in
“As an Advisor working in an ever-changing, highly regulated financial services industry, I can honestly say that the single most valuable tool we now have is our Sage ACT CRM solution with The Advisor add-on by Corelogix. We have used many different CRM solutions over the years, but the seamless integration of ACT! and intuitive and easy to use ADVISOR add-on, makes us more productive and compliant each and every day. In addition, our smartphones running Handheld Contact have allowed us to be as productive when we are outside the office, as we were sitting in front of our desktops.”
Horizon Financial Group
Swiftpage announced today it has finalized its acquisition of the ACT! and SalesLogix customer relationship management (CRM) businesses from The Sage Group plc.
Swiftpage, provider of the leading digital marketing platform for small business, announced it has reached an agreement with The Sage Group plc to acquire the Sage ACT! contact management and Sage SalesLogix customer relationship management (CRM) businesses.