Strategies For Selecting A New CRM Osaic Technology podcast

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Osaic Technology Podcast « »
Strategies for Selecting a New CRM

1+ y ago 8:51

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MP3•Episode hjem

Indhold leveret af Osaic. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Osaic eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Technology Solutions Consultant Aida Dillman from Osaic will help prepare you for selecting a new CRM that will be the best fit for you and your business. Learn how to define the proper objectives, evaluate integrations, and look for scalability, flexibility and data volume.

… continue reading

83 episoder

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Network #Security #Investing

Artwork

Strategies for Selecting a New CRM

Osaic Technology Podcast

published 1+ y ago

Del

MP3•Episode hjem

Indhold leveret af Osaic. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Osaic eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Technology Solutions Consultant Aida Dillman from Osaic will help prepare you for selecting a new CRM that will be the best fit for you and your business. Learn how to define the proper objectives, evaluate integrations, and look for scalability, flexibility and data volume.

… continue reading

83 episoder

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Network #Security #Investing

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