by Mark Nahlovsky The last four topics in this series focused on what a CRM can do – now it’s time to get to the heart of … Read more about What a CRM Really Costs
Welcome to Your Technology Hub
by Mark Nahlovsky Now that we have covered types of CRM programs and their Essential and Advanced functionality in my last … Read more about Welcome to Your Technology Hub
Breaking Down CRM Functionality
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
What Kind of CRM Do You Need?
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?
Why [Software] Technology Fails to Deliver Results- Part II
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
Why [Software] Technology Fails to Deliver Results- Part I
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