We have recently installed Microsoft Dynamics CRM for a 10 person office. We seek the skills of an expert in this area to make it the functional tool required to run a financial advisory business.
Some of the areas requiring help are:
Simplifying the process from Leads to Prospects to Clients.
Entering our own specific processes
We are using the on-line (cloud) version.
We only seek the expertise of experienced professionals in this area who preferably understand how a financial planning business operates.