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Case Study 4

CRM: What Do I Focus on First?

Customer Relationship Management, or CRM, is a buzzword use throughout the financial services industry. In simple terms, CRM is learning about your customers by gathering all the information you have on them and using it to improve your service, products, etc. Implementing a CRM solution is a daunting task. Very large enterprises have invested many years and millions of dollars in technology to have a fully integrated set of applications using customer information to empower their sales force and management team. How do the smaller institutions without the same resources get to the same place? Fifth Star Consulting can help you prioritize your investment of time and technology dollars...

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