CRM adoption has a significant positive effect on both customer satisfaction and organizational performance in B2B settings.’
So CRMs deliver real benefits, replicable across the industry. But they can require a significant investment of time and effort to set up. More, you have to be dedicated to using the CRM, and ditching your old scrap-of-paper-plus-Microsoft-Outlook way of doing things for good, in order to get the full benefits.
Financial Advisors also need a CRM that can supp