Category: Thought Leadership

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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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