Mutual Fund Distributor Software in India: What MFDs Actually Need (and What They Over-Buy) Four Questions Most Distributors Can’t Answer Before anything about software, try these. No looking anything up. Which referrer has brought you the most AUM in the last three years? Which of your HNI clients hasn’t had a portfolio review in the […]
Your Real Competitor Isn’t Another CRM When we started implementing CRM for solar business clients in Gujarat, I assumed we’d be competing against Zoho or some other CRM product. That assumption was wrong within about two meetings. Almost no solar company owner we’ve spoken to is comparing CRM software. He isn’t sitting in his office […]
The ₹18 Lakh Enquiry That Died in a WhatsApp Group A machine tools manufacturer in Vadodara once told me something I still repeat to clients. He said his company doesn’t lose orders to competitors. It loses them to silence. He wasn’t being dramatic. Here’s what had happened. An enquiry came in through IndiaMART for a […]
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