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Junxure named to “Inc. 5000 fastest growing private companies"

August 2008 – CRM Software, makers of Junxure, named to the Inc. 5000 list of the fastest growing private companies in the US. According to Inc., “For more than 27 years, the Inc. 5000 has served as a benchmark for the most innovative, dynamic and successful companies in the nation. As an Inc. 5000 honoree, CRM Software, Inc. is now a member of the most influential business club in America. The company kept is notable, as Inc. 5000 alumni include Bill Gates of Microsoft and Larry Ellison of Oracle, and many more.”

Junxure Launches Solutions Group in response to the Growing Need for Practice Management Support

Junxure users will now have access to practice management consulting through the Junxure Solutions Group. The new services will guide firms to strategically align their front and back office technology with their specific business goals and growth objectives.

With over 6,000 users, Junxure is quickly becoming the industry standard CRM and office management software for financial advisors. Responding to the need for advisors to capitalize on growth opportunities without investing large resources in hiring new staff and increasing their operational footprint, the Junxure Solutions Group will be a key resource to provide practice management advice and guidance.

“In our 10 plus years of experience in working with advisors, we’ve identified the optimal ways and best practices for using Junxure’s capabilities to strategically manage advisory firms,” said President Greg Friedman. “The launch of our Solutions Group will fill a key need in the industry to help financial advisors maximize their technology, enhance client service, and lower their operational costs.”

A key aspect of Junxure’s Solutions Group consulting will be the delivery of Junxure PowerTools^TM. Junxure PowerTools^TM include pre-programmed action sequences, recurring actions, rules, and other data that incorporate “best practices” methods to help advisors quickly achieve tremendous results.

For more information click here or email Erin Kincheloe, Director of Training Services at junxuretraining@junxure.com

Just made the v6 to v7 Junxure Jump?
Announcing a new WebEx class just for you: Junxure7 Essentials for the Upgraded Office

By Popular Demand:

Based on comments and questions from our recently upgraded offices, we have created this online WebEx class to assist you in quickly getting up to speed on the great new features and functionality found in Junxure 7. In addition to learning about the important new aspects of the program, you will have the ability to ask questions and interact with the trainer during the class.

The Topics Will Include:

Grids: How to customize your view
The new Dashboard tab
Actions tab review
Creating and using Action Templates
Action Sequences: Junxure 7 enhanced functionality
Email Handling & the Outlook Add-In
Creating and using Email Templates

CLICK HERE to Register and View Upcoming Class Dates.

As an added benefit to our long term users, this WebEx class is discounted from $150 to $100.

IMPORTANT: This class is not for the new user of Junxure - it assumes working
knowledge of Junxure Version 6. New users of Junxure will find information about Key Person and Staff classes
specially designed for their needs at http://www.junxure.com/main/training_web.asp

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