2cd3bac9_inancial_Services_and_Advisors__SALESBOOM_CRM_SOFTWARE_RESULTS
[ACTIVITY] Call list management
Accurate, complete and timely call lists triggered by events, meetings, predefined conditions Track, assign, escalate call activities appropriately Deliver personalized investment advice to clients in timely basis
CRM for Banking Financial Services and Advisors
SALESBOOM CRM SOFTWARE RESULTS