7 Essential Steps When Considering CRM

Segal, Spencer
November 2009
Journal of Financial Planning;Nov/Dec2009 Practice Management Sol, p23
Academic Journal
The article offers steps to ensure rate of return (ROI) from the customer relations management (CRM). The author notes the challenge in selecting a specific CRM technology that is focused on financial planning. Seven steps to be considered in the evaluation of the firm's and adviser's practice is presented including the naming of business objectives, the customer relationship strategy and processes employed, and the anticipated impact that the chosen CRM system could gain for the industry.


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