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What is a CRM? CRM stands for Customer Relationship Management. When we talk about a CRM, we’re usually referring to a tool or solution that helps you to better serve your customers through data storage and management.   Do I need a CRM? Most likely …

If you’ve not already been put off by the title of this piece, you may well be a finance person rather than an asset management or IT person. It’s a sad truth that, for asset managers, component accounting is often an inconvenience they would rather …