Floyd Salamino shares insights into CRM solutions in this highly practical e-book. Learn how to choose the right system, get buy-in from your management team, overcome common pitfalls, and much more.
Any technology is only as good as an organization’s plan to implement it, and their success in executing and measuring against that plan. Employing CRM technology is no different. CRM is no magic pill. Frankly, too often, financial institutions find CRM to be a dose of bitter medicine. It shouldn’t be. CRM can be just the right tonic, if taken in the right doses, to solve very specific maladies. This requires honest conversation and planning.
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