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CallTrax was designed
exclusively to help financial institutions manage and monitor
their formal Sales & Service CRM initiatives. If you are looking
for comprehensive CRM technology with the benefits of Sales Force
Automation, then CallTrax is the right tool for you.
We know your terminology, how you make money, and how to support
a financial institution. We do not offer CRM tools for use by every
kind of sales organization, and then force you to comply with our
general standards. CallTrax is made for a financial institution,
and for how you will interact with clients.
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CallTrax comes with the power of a nightly updated MCIF.
Why? Because your staff expects the CRM client data to be both
current and accurate. If it isn’t, they won’t use it. This is
why having a built-in MCIF is imperative - because an MCIF
makes the data real! Get ROI with CRM!
Download this PDF to learn more about Marquis’ Sales Solutions
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