The Key to Successful CRM Implementation with Mark Nahlovsky

CRM is a powerful tool for businesses to grow and thrive. However, if not done correctly, many of its benefits can be overlooked. How can CRM be implemented the right way in an organization? In this episode, Paige and Sanjeev talk with Mark Nahlovsky, Vice President of Technology Solutions at ActiFi, about the importance of CRM, not only as a way of storing data, but as an operating platform for wealth management businesses.

Key Takeaways

[05:09] - Why CRM is the operating platform for your wealth management business.

[09:33] - The evolution of ActiFi into a leading provider of advisor success solutions to the financial services industry.

[13:38] - How CRM works as a pyramid process flow.

[17:27] - Why leaders are essential to the effective implementation of CRM.

[21:38] - How to implement CRM in your organization the right way.

[25:06] - What mindset makes a business successful at implementing CRM.

[31:19] - How CRM has transformed firms after a successful implementation.