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In a recent study, we found that 66 percent of deal professionals use Customer Relationship Management, or CRM, systems (e.g., Salesforce). Of those, only 60% are satisfied with their current software.

That means 40% of deal professionals aren't using a CRM or are dissatisfied with their current system. 

 

Read on to learn: 

  • The benefits of a CRM system: Yes, it will take time to implement. Here's why it's worth your time. 
  • Considerations when choosing a vendor: 7 questions to consider before you sign on the dotted line. 
  • Tips for implementation: Set your firm up for success.