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CRM: November 2002

Customer Relationship Management (CRM) and sales force automation software and solutions. - Archive for November 2002

CRM Comes to Wall Street, Part 4

Part four of a six-part series on wealth management, a new CRM strategy sweeping the securities industry.

Who Are Your Best Customers?

Revenues are the tip of the iceberg. They often don't reveal the true value of your customers. Melaney tells you how to calculate customer …

CRM Comes to Wall Street, Part 3

Part three of a six-part series on wealth management, a new CRM strategy sweeping the securities industry.

Upshot Ties CRM to Microsoft Outlook E-mail

The Net-native CRM ASP looks to hit salespeople where they live by adding one-click integration with Microsoft Outlook e-mail.

CRM Comes to Wall Street, Part 2

Part two of a six-part series on wealth management, a new CRM strategy sweeping the securities industry.