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Ten Questions to Evaluate a CRM System

Category: Resources
Redtail Resources graphic

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.

Redtail dog with a headset

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