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JF 3973: Investor Pipelines, Lead Scoring, and CRM Strategies with Marisa Amirian

The Best Ever CRE Show

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Maximizing CRM Effectiveness in Capital Raising

This chapter focuses on the critical role of customer relationship management (CRM) tools in the capital raising process. It highlights common investor pitfalls and offers practical strategies for effective communication and follow-up to enhance client relationships.

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