Hello All,
We are exploring a new CRM or AMS system and I wanted to see if anyone in this group has any experience with their AMS
One of our key requirements is for the new platform to be able to integrate with various applications important to the AUA such as EthosCE. I’m wondering if anyone has any feedback in terms of experience with Salesforce (Fonteva or Nimble AMS function) and Microsoft Dynamics (Protech or Cobalt AMS function).