This is a must-read for all firm leaders, regardless of the business you’re running or market you’re in. These authors truly understand that a company’s success is directly tied to successfully maintaining and growing client relationships. Firms with poor client relationship management (CRM) processes fail and perish. Do not let that happen to your company!
Kevin Hebblethwaite, FSMPS, Director of Business Development at Stambaugh Ness, nailed it when he described a firm’s risk of demise as: “an evaporation-into-irrelevancy rather than sudden death. Most clients who depart don’t tell us they’re doing so – they quietly disappear. The really painful part is that this situation could be happening to you right now without even realizing it!”
This book supports your efforts to keep that from happening, empowers you to take ownership of our company’s data, and sets the tone for the company-wide culture of data stewardship. Whether you’re at the beginning of your CRM journey, in the middle of evaluating solutions, or if you have a system you are implementing, maintaining, or improving this book helps you find exactly what you need to be successful.