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Happy Customers

Representative Installations


"We have used Sales Ally CRM for over 25 years and it has been an integral part of our business in keeping an up-to-date data base; using it for group mailings and individual letters, retaining those communications in the notes section allowing client contact history to be attached to the record for easy review prior to future contact with the client. Sales Ally CRM is a Great product!"  Fitzwilliam Financial, Canton, MA

We have used Sales Ally for over 10 years and have been very satisfied. It is very easy to enter and retrieve the information that you need, and I feel that it has made us a more productive and efficient company. President - CommSystems, Inc.

"I have been using Sales Ally for over two decades and have nearly 11,000 entries. This software has been invaluable to me over the years for staying in touch with important clients and customers. The ease of use is great at a price that can't be beat. I have been very successful in commercial real estate sales, leasing and management and attribute much of that success to Sales Ally. Thank you Scherrer Resources, Inc. for such an outstanding user friendly data base program!" CIO - American Commercial Brokerage

"We have used Sales Ally for many years. It helps us manage our clients. The reports are easy to use and keep us on top of things. It is a very user friendly software". Team Leader - Child Support Specialists, LLC

Jim Scherrer, CEO, Scherrer Resources, Inc., Designers, Developers and Distributors of Sales Ally Software

"Ally CRM software has made more money for sales professionals than any other sales contact manager product. Day after day, Sales Ally delivers. Accurate information available instantly is what you expect from Sales Ally CRM. With Sales Ally CRM you get the most out of your day, and your clients get "wow" service." 

Pershing LLC, An Affiliate of The Bank of New York Mellon Corporation

Pershing LLC has renewed its marketing alliance with Scherrer's Ally CRM Platform.

Each company works together to provide Scherrer's Broker's Ally Pro CRM and SFA platform to its introducing brokers and advisors. This licensing, marketing, and technical transfer agreement involves the two companies' brokerage technology products. A customized version of Scherrer Resources' popular client-server-based Broker's Ally CRM software is offered to customers of Pershing.

Thomson Reuters, the leading source of intelligent information for business

Thomson Reuters has renewed its marketing alliance with Scherrer's Ally CRM Technology.

Thomson Reuters professionals and Scherrer Resources, Inc. have renewed their marketing alliance where each company works together to provide Scherrer's Broker's Ally CRM and SFA technology to its mutual clients who are investment advisors. This licensing, marketing, and technical transfer agreement involves the two companies' platform products. Scherrer Resources' popular Broker's Ally CRM software product is offered to customers of Thomson Reuters.

About Scherrer Resources, Inc.

From A to Z (ADP to Ziegler), Scherrer Resources, Inc. provides its Ally CRM software solutions to more than 500 of the world's leading institutions, including many of today's most influential and innovative organizations. Not surprisingly, our clients have recognized our application software and e-services as a strategic component of their overall business strategy -- and have turned to Scherrer Resources, Inc. to help them deploy high-profile client management offerings. Our customer-base looks to Scherrer's proven solutions as a means to:

  • Strengthen relationships with their most valued customers;

  • Generate additional revenue opportunities; and

  • Gain competitive advantage in today's fierce and fast-moving investment market.

Representative Clients: Novartis-Ciba, Padgett Printing, CNBC, Cryer Sales Distributors, Decision Data, Dendrite Systems, Safeguard Business Systems, Serono Baker Diagnostics, Johnson and Johnson Consumer Products, GMAC Mortgage, KYOCERA, Advacare, Toshiba America, CHMC, I/O International, American Airlines, JANSSEN PHARMACEUTICA, Motorola, AirGas, Digital Equipment Corporation, Amcom Business Centers, Kodak, Digital Inspections, OKI Systems, Delrina Technology, Steve's Trucks, First Allied, Hilliard Lyons Securities, Crowell, Weedon & Co., GunnAllen Financial, JP Morgan Investments, SunTrust Securities, Inc.,JB Hanauer & Company,Waterhouse Securities,Stifel Nicolaus,Investor's Capital Corp.,Chase Manhattan Investments,Tier One Bank,CompuLife Investor Services,Conestoga Capital,M&I Bank,D.A. Davidson & Company,First National Investment Services,,Financial Service Corporation (FSC),Mellon Dreyfus Investment Services, Kirkpatrick Pettis, Smith, Polan, Inc., First Montauk Securities, Invest Financial Corporation, First Bank, U.S. Bancorp Investments, Nestlerode & Loy Investment Services, Norwest Investment Services, Inc., Crestar Securities, United Missouri Bank, UMB, N.A., Jefferson National Bank, Mark Twain Brokerage, Brenton Brokerage, Mechanics Investment Services, National Penn Bank, First of America Bank, BancOne Capital Corporation, Hibernia Bank, Davenport, Interactive Data Corporation- IDC, Corporate Securities Group, U.S. Bancorp Investments, Union Planters Bank, Chatfield Dean, Commercial Federal, B.C. Ziegler

Representative Partners: IBM, Microsoft, Thomson Financial, Fiserv Securities, Inc., Brady Books, Pershing, LLC of Bank of New York, U.S. Clearing Corporation, First Clearing, Wachovia, ADP Brokerage Information Systems, Financial Times- Interactive Data (FT-ID), Caesar System, Financial Database Solutions, IBM, Computers Systems Division, Tektronix Printer Division, Xerox, Herrera's CSSI Advent Axys Report Integration, Major Technology Resources, Inc., Financial Investment Network, FIN


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