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CRM Solutions

OutlookCRM is a customer relationship management tool ideally suited for the small and midsized financial services company. The links below demonstrate how to perform the most common functions in OutlookCRM.

OutlookCRM Concepts

Logging a Phone Call

Managing Your Inbox

Adding a New Contact

Tasks and Appointments

Viewing Contact Activity

Opportunity Management

 

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Grow Your Customer List
We grew the in-house customer list at one regional bank from 300 to over 8,000 current customers in four months. Find out how we did it in this white paper.
Read White Paper (PDF)*
New Research: Data Errors That Kill CRM Initiatives
Companies are jumping into CRM initiatives without spending the necessary resources to work on data hygiene. Here are the most common errors found in financial services databases.
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