C A S E S T U D Y Client A Minnesota based entrepreneur, with an innovate idea to build a personalized CRM product for Financial Planners. Project Objective To design and develop a CRM product for Financial Planners with the ability to lend personalization features. To architect the product to be deployed in SaaS model. Technology ? ASP .Net ? C# ? MS SQL Server ? JavaScript, XML ? COM Objects ? Windows Services Bene?ts ? SaaS made it

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