|
MMD Access, our CD-Rom CRM software database management application,
automates comprehensive information drawn from financial databases containing
information on plan sponsors, investment advisors, broker dealers and
consultants. Each database order is customized to each client's unique
information needs.
-
Query any field
of data in the system
-
Export query results to Microsoft
Excel and Access
-
Manage your time and industry
contacts using the program's relationship management functionality
-
Download data easily to handheld
devices like a Palm Pilot
-
Communicate online by interfacing
with Microsoft Outlook
-
Utilize Microsoft Word mail merge
capabilities and pre-fill addresses for individual letters
-
Access online data dictionary
and support documentation
|