“Time spent on entering high quality notes was reduced by 6-8 hours per week, while also making it easier to use our CRM to schedule follow-up activities and minimize missed opportunities.”
— Top 5 Largest Global Consultant
“Now, more of the sales team’s time is spent talking to clients, which benefits their client and the company. It is rare to find such win-win scenarios.”
— IPE’s Top Asset Manager of 2016