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Tools & Technology Feedback Process

41-3031.02 — Sales Agents, Financial Services

The current Tools and Technology examples for this occupation are listed below. Please add your suggested examples to the appropriate category. When you are finished, click the Send Feedback button at the bottom of this page.


Desktop calculator
  • 10-key calculators
Desktop computers
Notebook computers
Personal computers


Accounting software
  • Fund accounting software
  • Sage 50 Accounting
Business intelligence and data analysis software
  • IBM Cognos Impromptu
Calendar and scheduling software
  • Scheduling software
Customer relationship management CRM software
  • Salesforce software
Data base user interface and query software
  • Data entry software
  • Database management software
  • FileMaker Pro
  • Microsoft Access
  • Web-based information systems
Electronic mail software
  • Email software
  • IBM Notes
  • Microsoft Outlook
Enterprise resource planning ERP software
  • Microsoft Dynamics GP
  • Oracle Hyperion
  • Oracle PeopleSoft
  • Oracle PeopleSoft Financials
Financial analysis software
  • Bloomberg Professional
  • Financial needs analysis software
  • Oracle E-Business Suite Financials
  • Realm Business Solutions INSIGHT for ARGUS
  • Sales analysis software
Internet browser software
  • Web browser software
Office suite software
  • Microsoft Office
Presentation software
  • Microsoft PowerPoint
Project management software
Spreadsheet software
  • Microsoft Excel
Web page creation and editing software
  • LinkedIn
Word processing software
  • Microsoft Word

Additional Examples

If you would like to suggest examples that do not fit into the categories above, please enter them below.

Background Information

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