CRM Whitepaper: CRM for financial services
Type: Whitepaper
Name: CRM for financial services
Date: 2007
Cost: Free
::: CRM for financial services :::
Retail banking has become very popular over the past 10 years. It is about becoming customer focused, serving high volumes of clients, providing them the ability to do many types of transactions quickly, efficiently, via various methods like phone, online web based services. The goals are to acquire as many clients as possible, gaining higher market share.
The key to making your small business CRM software system work for you is making sure that the one you have selected and are customizing is developed just for your small business situation and needs. By making sure that you have everything that is necessary and important to the fundamental and secondary needs, making the adoption of the small business CRM application pain free is embraced by all levels of employees positively.
Learn more about CRM for Financial Services>>>
Filed under: CRM Whitepapers