Comparing the Big Three
Manage episode 324924426 series 2935250
If it isn't in your CRM - it didn't happen. That's the golden rule for client and prospect management. So, why not run the most effective and efficient CRM for your specific office? Listen as Mark Matheny details the pros and cons to the top three CRMs in the financial sector - Salesforce, Redtail and SmartOffice. Mark covers features such as mobile, customization, reporting, cost, and level of complexity.
65 episódios