Are you looking to select a CRM?
There are a lot of customer relationship management (CRM) systems on the market, ranging from large public companies to small industry-specific systems.
What should you consider when selecting a CRM for your hedge fund?
In this paper, we look at:
- Hedge-fund-specific requirements for a CRM.
- Functionality to consider beyond the basics (contacts, companies, deals, activities).
- The importance of connectivity, and how to achieve this.
- Pitfalls to avoid in making this big decision.
We hope you find this useful and informative.
