Adoption of CRM software is definitely on the rise. In our recent Q3 CRM Survey, 73% of respondents said they currently have CRM software in place. Furthermore, of the remaining advisors who don't yet have a CRM system in place, two-thirds say they plan to implement a solution within the next 12 months. This begs the question: Even though CRMs have been widely available and used in other industries for many years, why the uptick among advisors now?
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