What Does CRM Success Look Like?
Achieving CRM success requires a broad approach, including customer satisfaction, data management, operational efficiency, sales performance, and business growth. With a CRM system, organizations can build stronger customer relationships, boost revenue, and meet strategic goals. Continuous monitoring and optimization ensure the CRM adapts to business and customer needs. Let’s explore how a robust CRM system […]
Webinar Recap: Using Marketing Automation to Raise AuM – Combining Marketing Automation and CRM
Remaining at the forefront demands leveraging cutting-edge technologies to enhance operations and drive expansion. Asset managers and financial advisors can significantly boost investor engagement and increase Assets under Management (AuM) by seamlessly integrating marketing automation with Customer Relationship Management (CRM) systems. Recently, industry leaders Paul Das, Founder of ProFundCom, and Jaime Plassmann, General Manager of […]
