If it’s sitting in solos across your company in databases, in disconnected legacy, online systems, in excel or individual outlook files? Let’s consider how you would enjoy access to all this data in a single consolidated view.
Filed under data, crm, cool life, silos, consoliidadtion, investment banking
Today, many businesses and service providers in the financial sector realize the importance of Customer Relationship Management (CRM) and its potential to help them acquire new customers, retain existing ones and maximize their lifetime value.
Filed under customer relationship management, crm, banks, financial services, business, banking, investment, new customers, retain
Cool Life CRM, a leading provider of Software as Service (SaaS) business CRM solution, announced today that they are effectively the only know CRM providing client companies with a CRM useable in native form on any device, browser or location.
Filed under crm, database, responsive, sales channel, investment bankers, hiring opportunity