Frankly, too often, financial institutions find CRM to be a dose of bitter medicine. It shouldn’t be. CRM can be just the right tonic, if taken in the right doses, to solve very specific maladies. This requires honest conversation and planning.
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About the Author
Floyd Salamino serves as Vice President, Consulting with MARQUIS. He works exclusively with CRM clients to help them achieve optimal utilization of their CRM system. Prior to joining MARQUIS in 2001, Floyd established highly successful sales and service operations as an executive at various financial institutions. Combining that experience with practical and technical knowledge of CRM software, Floyd is uniquely qualified to help MARQUIS’ clients implement CRM successfully and get measurable results.
Most Helpful Customer Reviews
I liked it. Not profound, but practical steps to take.