CRM Advice - Science/Technology - Nairaland
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| CRM Advice by jackaustin631: 1:18am On Dec 27, 2022 |
I need some real insight into the best and most applicable CRM for Financial Advisors. I am from Jones and after being there 8 years I would like a version similar if possible. I am hardwired to think within that JonesLink system and would like to not have to completely retrain my thought pattern if possible. |
| Re: CRM Advice by Andrew685: 3:36pm On Aug 06 |
If you're looking for a CRM that feels familiar and is tailored to the needs of financial advisors, you might find what you’re looking for on (https://bestcrmsoftware.com/). They have a CRM cost calculator and detailed comparisons, so you can easily find a system that matches your experience with JonesLink without having to relearn everything from scratch. |
| Re: CRM Advice by Andrew685: 3:37pm On Aug 06 |
In specific have a look at the industry specific CRM tool, it allows you to browse for any CRM within your business industry: (https://bestcrmsoftware.com/crm/industries/) |
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