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Best CRM for Financial Advisors & Wealth Managers

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Voting Poll

ROI & Success Metrics, Which KPI improved most after CRM adoption?

Please select an option!
You already voted this poll before.
ROI & Success Metrics, Which KPI improved most after CRM adoption?

Total Vote: 3

Sales revenue
66.7 %
Lead conversion rate
0 %
Customer retention
33.3 %
Sales cycle speed
0 %
None improved
0 %

CRM ROI & Success Metrics , Has your CRM investment paid for itself?

Please select an option!
You already voted this poll before.
CRM ROI & Success Metrics , Has your CRM investment paid for itself?

Total Vote: 3

Yes, in under 6 months
0 %
Yes, in 6–12 months
33.3 %
Yes, in over a year
66.7 %
Not yet
0 %
No
0 %