Creating A CRM Strategy For Capital Markets
Speed Read: CRM strategies should be implemented in Capital Market firms to capitalize on growth opportunities by providing sales teams and business managers with better tools and data analytics to increase revenue targetsSuccessful CRM strategies involve improvements and advancements in three areas: information input (capture, data storage, and information output (reporting))Changing the negative sentiment, assessing goals, and creating a strategic vision are all steps in creating a successful CRM implementation planQ3 2022 hedge fund letters, conferences and more IntroductionCustomer Relatio...