Seven changes to a CRM for business that drive customer growth

Customer relationship management (CRM) software is central to running and growing a successful small business. Putting the customer at the heart of everything you do means that every client communication, product sale, or service provision is based on their needs. 

When you’re looking for the best CRM software, it’s important to think about your growth strategy. Customer-focused, relationship-driven growth is essential. In a self-service, always-online, extremely competitive marketplace, personal attention matters. We all want to connect with businesses that care, and a CRM lets you add a personal touch to every interaction.

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Understanding the Importance of DEI in the Financial Services Industry

We speak with Ana Trujillo Limon, director of Coaching & Advisor Content at Carson Group, about the current state of Diversity, Equity and Inclusion (DEI) in the financial services industry, as well as why financial literacy matters for DEI efforts.   What is the current state of Diversity, Equity and Inclusion […]

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