Sep 14, 2011
As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook
Person
Sunit Bhalla
3 articles
Articles tagged "Sunit Bhalla"
Jul 19, 2011
RIAs fed up with Facebook should hop on the Google+ bandwagon
The new social medium embraces the fact that people need CRM for their lives
Jun 29, 2011
How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
— There are no additional results —