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By James J. Green, AdvisorOne |
August 22, 2011
Modular and turnkey versions of Salesforce.com CRM system moves into next phase of Intelligent Integration rollout.
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By Neesha Hathi |
July 28, 2011
While the vast majority of advisors have implemented some form of client relationship management (CRM) software in their practices, most of them continue to overlook what may be CRM’s biggest benefit to an RIA business: the ability to fuel and support growth.