CRM Article #1_ Raymond James_15Nov06_Edited2

CRM Article #1_ Raymond James_15Nov06_Edited2 - CRM Pays...

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CRM Pays Off for Financial Services Companies By Deborah Barnes, Director Change Management Services, ISM, Inc. As a part of the Client Relationship Management (CRM) initiative, Raymond James has partnered with ISM, a globally leading CRM consultant firm in Bethesda, Md., in communicating about the project and providing an incentive assessment and change impact analysis. Because of their experience with other firms’ use of CRM, ISM is providing CRM- related articles to explain the value and benefits of CRM. While some Raymond James financial advisors have a degree of experience using CRM software, others do not. ISM will elaborate on how a comprehensive CRM business approach can enable all Raymond James branch associates to conduct business more efficiently and effectively. This first article highlights the CRM benefits realized by financial services companies over the past few years. Review of Key CRM Concepts CRM is a business approach that provides tools and techniques to align sales, marketing, customer service, e-business, and business analytics with the company’s business strategy. CRM
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CRM Article #1_ Raymond James_15Nov06_Edited2 - CRM Pays...

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