CRMs are uniquely suited to address these complexities. The right platform can streamline deal sourcing, track every interaction with key stakeholders, centralize due diligence notes, and provide a 360-degree view of portfolio activities.
Interaction is by far the biggest driver of loyalty with our customers," Aleksandar VidoviÄ, the CEO of Zurich's AI and analytics company, ZCAM, told Business Insider.