There is no such thing as “one size fits all” when defining CRM success - either in terms of systems or functions. It is key to understand the firm’s unique needs and goals– and then to fully evaluate all of the solutions that are available to see which can best meet those needs and goals. In order to succeed with CRM you need to focus on the people, processes and problems first, technology second.
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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.
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