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Five CRM mistakes financial services firms should avoid

Notes and Reports
April 2008 - Report I41

THE BOTTOM LINE

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.

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This report falls under the following categories. Click on a link below to explore similar documents.

Topic: Customer Relationship Management
Industry: Banking & Finance, Insurance, Services
Function: Executive Management, Human Resources, Marketing, Sales

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