What’s the top CRM solution for sales?
I’m looking for a CRM solution to handle the sales aspect of a business. The marketing requirements will be handled by existing solutions in the company. We are a financial institution with different territories. Overall staff compliment is about 10000 employees.
Hi Farah, the majority of the solutions we review and recommend are designed for smaller institutions and will be publishing our list of the top CRM specifically for financial advisors in the coming weeks. That said, we always like to hear directly from those in the industry about what their specific needs and wants are so that we can better tailor our reviews. Would you be willing to discuss your current pain points or must have criteria with one of our analysts?