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Investment Firm Improves CS by Enabling Synchronized CRM across the Enterprise

One of the world’s leading commercial investment firms wanted to ensure that its sales teams worldwide had access to the most current and accurate customer data. This was not always possible given that the data was being captured in multiple databases by the sales groups, and those databases were not integrated with the firm’s multi-million

  • Editorial Team
  • March 16, 2018
  • 1 minute

One of the world’s leading commercial investment firms wanted to ensure that its sales teams worldwide had access to the most current and accurate customer data. This was not always possible given that the data was being captured in multiple databases by the sales groups, and those databases were not integrated with the firm’s multi-million entry enterprise customer system.

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