Salesforce CRM Whitepaper for Wealth Management Companies

In the current landscape, Wealth Management firms have been facing a number of profound challenges, from managing client relationships, building brands, handling regulatory burdens to increase productivity and driving deals. Simultaneously, today clients are more knowledgeable and increasingly willing to switch advisors for the best available service. This has resulted in the creation of extremely […]

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5 Strategic Steps for Ensuring Success with Salesforce

Businesses today are challenged to keep pace with the change in customer behavior. The rise of the digital, social, search engines, mobile technologies has resulted in the emergence of a well-informed consumer. With rising customer acquisition costs, businesses need to modify their business model and capabilities in retaining their clients. Fortunately, there are cloud-based technology […]

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Delivering Success with Salesforce

Business has never faced the type of challenges that it faces in today’s rapidly changing technology landscape. Now, businesses have to adapt to new marketing channels (web or social), decide on how to utilize new technologies, and compete in an extremely competitive market place. Salesforce helps in generating leads, increases customer retention, and streamline business […]

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