Advisors Assistant Now Offers Microsoft Exchange Integration
This new integration between Advisors Assistant and Microsoft Exchange makes connecting the CRM to the company's Exchange accounts much quicker and easier.
Pismo Beach, CA (I-Newswire) December 3, 2013 - Client Marketing Systems, Inc., parent company of the highly popular CRM program, Advisors Assistant® is pleased to announce its integration with Microsoft's Exchange Server.
The Exchange Integration includes syncing contacts to and from the Advisors Assistant CRM, syncing the Exchange Calendar to and from the Advisors Assistant Calendar, and archiving email sent to or received from contacts stored in Advisors Assistant. Email attachments are also archived.
"This is an important part of our Advisors Assistant Enterprise strategy," says Patrick Dempsey, President & CEO. "Companies are moving toward using the Outlook Web App to check email from their browser so they can have more control of their employee's access to email. We wanted to make all of the features we've developed for the regular Outlook available to those using the Outlook Web App with Exchange while allowing the company to turn various features off or on to meet their security requirements."
For companies running their own Exchange Server, the Exchange integration is both easy to use and automatic. It also uses Advisors Assistant's Role Based Security, giving the company control over which users can sync contacts, archive emails, or archive attachments.
Client Marketing Systems, Inc. has been providing its CRM software, Advisors Assistant for the financial services industry for 28 years. The goal of the company is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. Advisors Assistant has been upgraded over the years by listening to and incorporating its users' suggestions.
For more details about this new integration between Advisors Assistant and Microsoft Exchange, please contact Client Marketing Systems' Vice President of Sales, Shannon Dempsey at (800) 799-4267, Option 1.
About Client Marketing Systems, Inc. / Advisors Assistant
Client Marketing Systems, Inc. has provided software for the financial services industry for 28 year More..s. Its software program, Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users' suggestions. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981.Less..
Client Marketing Systems, Inc. / Advisors Assistant
880 Price Street, Pismo Beach, CA
Phone : 800-799-4267
Tags:Business Software CRM advisors Insurance sales Microsoft Exchange Financial planners client management systems
Published On:December 3, 2013
Print Release:Print Release
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