Category: Thought Leadership

Dice with the words service, quality, loyalty, support, marketing, reliability, improvement, satisfaction, and CRM
Thought Leadership

CRM Adoption: Why Isn’t Your Software Being Used?

We speak with many investment professionals who share their frustrations with their current CRM solution. Often the incumbent is a big-name provider (hint: “the Force is with you”). They are frustrated because their CRM does not deliver the promised productivity.

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an office desk with coffee and pen doing a "CRM" search
Thought Leadership

Why Do CRM Projects Fail?

Sadly, companies don’t learn from their mistakes. In 2014 Success Accelerators and C5 Insight found that over one-third of CRM projects were still failing and that some companies had experienced 2 or 3 successive failures. So, how do you avoid these failures?

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investor relations software in use
Thought Leadership

Investor Relations Software: All You Need to Know

281.1 billion emails are sent every day. That is nearly 38 emails for every person on the planet. More than half of them are spam and some contain malware. Email is the least efficient way to inform investors about new products or about changes at your firm.

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employee working on investor engagement campaign
Thought Leadership

Driving Investor Engagement

“Build it, and they will come…” – Bill Durham/Field of Dreams. Has your company implemented an investor portal only to find out that your investors don’t log in? Is a “failure to launch” proof investors are not interested in using a portal?

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