CRM and the well-managed firm

Fiona Jackson discusses how the discipline of customer relationship management (CRM) can assist firms in becoming well managed organisations.

The Financial Times/MPF recent report entitled ‘Effective Client Advisor Relationships’ finds that 62% of client CEOs say that the impression of being a well-managed advisory firm is an essential pre-condition of selection. Clearly, the most effective way of being perceived to be well managed is to actually ‘be’ a well managed firm, which aside from helping firms to be selected by prospective clients, will also aid them in becoming more profitable enterprises.

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Tags: InterAction