VB Specialist
Expert
- 61
What is the best CRM you guys have used to load policyholder info into and cross sell through it?
Salesforce?
Adam Maggio
Salesforce?
Adam Maggio
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I can relate. I went through about 30 demo's way back when, before settling on Salesforce.I feel like I wasted a bunch of time switching between some when I should have stuck with my original option. Good luck.