Providing a networking group for Investment Management CRM professionals

The growing popularity of LinkedIn, the Business Networking site, has prompted us to create a group focused on connecting Investment Management CRM professionals.

There are few forums for CRM professionals in the Investment Management industry to discuss their common challenges and share insights into best practices.  This group is intended for business and technology-focused discussions that cover the broad spectrum of CRM-related functions and processes.  These include but are not limited to:

•    Salesforce Automation
•    Account Management
•    Opportunity Management
•    Prospecting and New Business Management
•    Digital and Traditional Marketing
•    Market Research and Product Development
•    Industry Segmentation
•    Regulatory and Legislative trends

Click on the links to the right to either register with LinkedIn or to join the group.