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Sign into your account10 Steps to Successfully Switching Brokerage CRMs
November 25 2018
Time to stop being afraid of change and start bringing in buckets of cash. More than ever before, a brokerage's choice in their technology can significantly impact their profits. Technology can be the one thing standing between a brokerage's success and survival, and severe failure.
There are obviously many steps to successfully switching brokerage CRMs, but we've boiled it down to ten. These are the most important steps in making the decision to switch: