CRM Intelligence

User Adoption

If your company has deployed a CRM application, but user adoption levels have turned out to be lower than expected, it’s not too late to achieve all of the benefits that were originally projected. While users typically receive adequate training on system navigation, some issues and attitudes about user adoption may still need to change.

CRM Benefits

Deploying a CRM system can assist an Institutional Asset Management (IAM) firm in all aspects of its interactions with prospects, clients, consultants, brokers, and service providers, and even help when targeting or profiling competitors. However, the system must be easily customized to reflect the firm’s established sales and client service processes.