The Benefits of Integrated Client-Facing and Marketing Technology
WealthManagement.com It consists of a customer relationship management (CRM) system, a marketing automation platform (MAP), and a sales enablement solution. By placing an emphasis on platform integrations, each individual technology generates a better ROI for three main ... |
Friday, June 30, 2017
The Benefits of Integrated Client-Facing and Marketing Technology - WealthManagement.com
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