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