Research
Notes and Reports
Five CRM mistakes financial services firms should avoid Properly deployed, CRM can deliver increased productivity and competitive advantage. Firms that plan a training strategy that addresses the different needs and motivations of users, plan for initial and ongoing integration, make good decisions about data and processes, and pay attention to politics will deliver more rapid returns and sustainable ROI.
Do ROI Right!
This collection of Nucleus research notes provide detailed information on various topics and may be helpful as you work though your own ROI analysis or complete the tutorial.
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