Cloud computing is reshaping nearly all of the industries in the modern world and transforming the way companies do business. Both smaller companies and bigger enterprises enjoy the benefits of cloud-based CRM solutions to improve their efficiency and scalability while saving significant costs. The first CRM system in the cloud, Force.com, was introduced in 2007. Since then, such systems have become increasingly widespread due to their flexibility and convenience. Cloud …
Benefits of using a CRM system at an investment firm
Being a Wealth Manager is a very complex job to have. Typically Wealth Managers need to have product knowledge of their financial offerings, stock market knowledge, and of course knowledge of their prospects and clients. Keeping up with clients and proper follow up is the lifeblood of any Wealth Management Firm. Let’s explore some of these reasons and benefits of using a Customer Relationship Management (CRM) solution. Technology aspects When …