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Ten Questions to Evaluate a CRM System

Category: Resources
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Redtail CEO Brian McLaughlin recently shared these 10 questions over at Advisor Perspectives, offering food for thought as you consider your options. These are geared toward putting you on a path where you can assess your CRM needs confidently so you can determine the right fit for you and your practice.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.