For over 25 years, Cole Valley Software has served professional service firms by delivering fully integrated firmwide CRM solutions.
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How do firms find, harness and understand the relationships that lead to new business and expand market share with current clients?
Now with Enterprise Relationship Management tools, your firm can quickly and easily discover and leverage the valuable relationships you have already developed.
• Automatically capture relationship information from emails
• Find Contacts that never make it into Outlook or a CRM database
• Search by individual or company
• Enhance contact information with industry, email and company data
• Discover who knows whom best at a target company by understanding the strength of the relationship via the Contact Strength and Company Strength categories
Date: 05/01/2019 - 05/02/2019
Date: 06/05/2019 - 06/06/2019