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Maximising value through CRM connectivity
Why is CRM connectivity important? Creating an automated flow of information between systems saves you the time and effort required to manually input data from various formats.
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Starting as you mean to go on: why hedge funds should use a CRM from the outset
Most emerging hedge funds operate on a restricted budget, and implementing a CRM to support their sales and investor relations process is often not a priority. The result? The loss of valuable early-stage data.
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Edgefolio makes it official with SOC2 compliance
At Edgefolio, we have exceeded the high security standards of our global investment bank clients for years. But don’t just take our word for it… we’ve made it official with SOC2 compliance.
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