The Investment Centers has selected the Web-server hosted relationship management technology, Web Ally, from Scherrer Resources for its geographically dispersed "recruiting, transition and advisor life-cycle-management team members," Investment Centers officials say.

 

Investment Centers officials say they picked Web Ally enterprise relationship management software (eRM) for a Web-based relationship management technology to "support its business development efforts."

 

The benefits of using Web Ally eRM will be increased efficiency, better recruiting, faster decision-making, and reduced cost.

 

The Investment Centers wanted team members to work more closely while being in differing geographic locations using features such as interview tracking, profiling, note taking, action tracking and milestones for broker/ dealer investment advisory recruiting.

 

The technical design includes hosting a web-based solution to enable 24/7 access from all business locations with Scherrer acting as an application service provider.

 

In November Scherrer Resources announced that its Web Ally CRM software was selected by The Markers Golfer’s Residence Club to manage members and alliance partners worldwide.

 

The Web Ally CRM product was selected, Scherrer officials say, because of its focus on relationship management and member tracking, deep corporate background in supporting geographically widespread deployments, ease of use and ease of learning.

 

Web Ally is described by Scherrer officials as an application service provider model CRM software platform for on demand access to members, corporate activities, contacts, alliance partners, and vendors worldwide.

 

Web Ally CRM will be used by The Markers' relationship managers in major markets to track pre- and post-sale hierarchical contacts to foster rapid member growth and penetration to achieve their mission.

 

Also in November, Scherrer officials said, the International Bundesbrief Society (a 501c3) selected their web-server hosted Web Ally constituency relationship management (CRM) software product.