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PivotalCRM - CRM for financial services

by on Oct 18, 2011

  • 552 views

CRM That Fits Your Business With increasing commoditization across the industry, financial services firms are struggling to attract new clients and retain existing ones without placing constant ...

CRM That Fits Your Business With increasing commoditization across the industry, financial services firms are struggling to attract new clients and retain existing ones without placing constant downward pressure on revenue margins.

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PivotalCRM - CRM for financial services PivotalCRM - CRM for financial services Document Transcript