What are important features of a CRM software my financial service firm should have? [Podcast Ep. 19]
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Jul 18, 2018 ·
3m 40s
When planning your firm's marketing strategy, prioritizing CRM software is often overlooked. However, not only should you consider using a CRM software, but finding the right one that includes certain...
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When planning your firm's marketing strategy, prioritizing CRM software is often overlooked. However, not only should you consider using a CRM software, but finding the right one that includes certain key features will elevate your marketing and sales to a new level.
show less
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| Author | Andrew Chao Daongam |
| Website | - |
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