Making Better Use of CRM Data


Having a good knowledge of CRM data enables businesses to develop better, more precise marketing strategies that target specific customer needs, increase sales and improve customer service. But gaining these deeper

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How to Turn Self-Educated Buyers into Satisfied Buyers


Buyers are officially in control of the buying process. This fact is no surprise to marketers and salespeople who have found their roles completely redefined in the past several years.

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Top 10 Customer Relationship Management Articles for Wealth Advisors


It’s been said that the best gift is time. As many wealth advisors and their firms are busy wrapping up 2014, we thought we’d save you some time by recapping our best CRM discussions of the year.

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Can CRM Work for Contractors?


CRM systems have historically been marketed as a productivity tool for sales, marketing and customer service teams.

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CRM Budgeting – Contracting a CRM Partner


CRM budgeting is the most productive practice to ensure your investment actually provides a positive financial return. Working with a CRM partner can make the difference when it comes to ROI longevity.

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