 Salesforce at its center is a CRM-centric business, and they have an advantage from that perspective in how they are approaching this."Mike Capelle, chief strategy officer, United Capital
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Salesforce Launches Advisor-Focused CRM
Suleman Din | Finacial Planning, March 2016
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Summary: Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one."
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