Recently, I have had the pleasure of working closely with an investment advisory firm that currently uses Microsoft Dynamics CRM 3.0. This multi-state RIA has established aggressive AUM growth targets […]
Posts Tagged ‘CRM for Financial and Operational Process Automation’
Eliminate Operational Inefficiencies and Create More Time for Advisor Sales Calls with CRM 2011 Workflows
CRM is not just for Sales, Marketing and Services – Part 2! Have You Considered Using It As A Financial and Operational Automation Tool?
In a recent blog we highlighted how historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel. To expand on that blog, we want to […]