This 26-page guide will teach you everything you need to know about moving your investment banking CRM to the cloud, including examples, recent study data, process improvement recommendations, and more. You’ll learn:
- The pros and cons of on-premises CRM vs cloud CRM
Get an honest perspective on the advantages and disadvantages of each platform, so you can make an informed decision about what’s best for your business.
- How industry evolutions affect a move to the cloud
Cloud CRM is the way of the future — but why? And how could a decision to stay off the cloud impact your business in the long-term?
- How to determine which choice is best for your organization
Get a checklist of all the most important considerations to keep in mind when evaluating your options.