Relationship Charts were developed by SalesCentric to complement Microsoft Dynamics CRM software with easy-to-use, visual tools that improve sales performance, forecast accuracy and marketing effectiveness. Customer Effective is including this functionality in its portfolio of Microsoft Dynamics CRM solutions, which includes Capital Effective, a front office relationship management solution designed exclusively for the financial services market.

"Our Capital Effective offering helps organizations in commercial banking, private equity, investment banking, hedge funds and wealth management address marketing, sales and customer service performance," explains Scott Millwood, CEO Customer Effective. "The visual integration and mapping of entities provided by Relationship Charts provides the rich, graphical look our financial service customers crave."

With Relationship Charts, more users, especially sales people, get value and ease of use from their CRM solution. With attributes and relationships tagged in the database, users can easily understand the critical relationships and connections between organizations and individuals within the CRM platform. For example, wealth management portfolio managers use Relationship Charts to keep an easy-to-understand visual of their clients' information to see which individuals belong to specific funds and the brokers, accounts, etc. that are tied to their total portfolio.

Matthew Crook, CEO of SalesCentric adds, "We are honored to collaborate with Customer Effective in this pioneering product offering. With Relationship Charts, Capital Effective will deliver real business value to customers in the financial services sector. Relationship Charts are a perfect fit for unique business requirements of this vertical market."