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Top three pitfalls in CRM2 client conversations and how to avoid them

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Home In Depth Special Reports The impact of CRM2 on investors Top three pitfalls in CRM2 client conversations and how to avoid them

The impact of CRM2 on investors

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Top three pitfalls in CRM2 client conversations and how to avoid them

In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client conversations about new CRM2 reporting, and explain how to bridge these gaps when speaking with clients.

  • By: Dan Richards, Susan Silma
  • December 4, 2016 November 9, 2019
  • 18:30
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Dan RichardsSusan Silma
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