CRM Cabbie
Financial Services - , ,
CRM Cabbie Employees
CRM Cabbie Details
CRM Cabbie offers client relationship management (CRM) implementation and management services to the fnancial advisor. We work with our clients to develop an effective CRM system that integrates their key business procedures and provide the back office staff required to manage it day in and day out. We provide successful advisors the knowledge and insight of a professional CRM team at a fraction of the cost. The mission of our company is to provide advisors the support and guidance they need leverage today's most powerful CRM platforms.According to a 2012 study conducted by Advisor Impact, "streamlining or standardizing routine processes" was singled out as a top contributor to increasing capacity and improving efficiency. And while the survey indicated that this category held the highest potential for firm improvement, it also indicated that advisors struggled to activate it. Eighty-four percent of firms agreed that the category is a key to increasing capacity, but only forty-seven percent of those same firms agreed that they're doing it well.
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