You work for a large Boston based investment firm. They are currently using an older CRM (Client Relationship Management) system. It was home grown/built in house 10 years ago and has served them well but like all old systems, newer technologies have come along that are slicker, more integrated and higher functioning in general.
CRM Technologies Build Versus Buy Analysis and Program Management You work for a large Boston based investment firm. They are currently using an older CRM…