TITLE

Does Your CRM Measure Up?

AUTHOR(S)
Gregory, Kip
PUB. DATE
September 2002
SOURCE
Advisor Today;Sep2002, Vol. 97 Issue 9, p118
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses guidelines to customer relationship management (CRM). Development of a road map; Selection of a CRM software; Identification of the client's important life goals.
ACCESSION #
7345626

 

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