by Mark Nahlovsky CRM programs have been in existence for decades with the emergence of electronic rolodexes in the 80’s … Read more about Breaking Down CRM Functionality
by Mark Nahlovsky CRM as Platform, Tool, or Module? Because technology continues to be a hot button topic for advisors, it … Read more about What Kind of CRM Do You Need?
by Spenser Segal Even firms who have gotten past the initial software implementation and implemented some written processes … Read more about Why [Software] Technology Fails to Deliver Results- Part II
by Spenser Segal The investment was big, at least in terms of what you would typically spend as an organization. The … Read more about Why [Software] Technology Fails to Deliver Results- Part I