The do‘s and don'ts of changing CRM providers

Written By matthew pittaway

Season 1 Episode 4: Jigsaw Tree

In the next episode of The AdviserTech Show, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.

Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.

matthew pittaway
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