Basic Contact Management: How CRM Vendors Compare

King, Rebecca
March 2010
Journal of Financial Planning;Mar/Apr2010 Practice Management, p20
Academic Journal
The article discusses the significance of contact management in the customer relations management (CRM) of investment advisors and the factors they should consider when evaluating their CRM solution. It mentions that it allow advisors to locate client information and effectively serve clients. It suggests that when they compare their contact management, they should focus on the areas that closely tie to their business objectives. Several basic contact management functions are also stated.


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