Huge worries ....who acquires Salesforce....at a time advisors get disrupted...think they should focus on defending their business rather than their CRM
Speculation about a takeover has some advisers reconsidering their CRM options May 21, 2015 @ 12:01 am By Alessandra Malito 145 Shares + ZOOM (Bloomberg News) Amid rampant speculation about a possible sale of Salesforce, advisers that rely on the company's popular customer relationship management software are bracing for upheaval. Though Salesforce is not specific to the financial services industry, it is the third most widely used CRM software by advisers. According to the InvestmentNews 2015 Adviser Technology Study, 9% use Salesforce, compared with Redtail at 27% and Junxure at 26%. If advisers were to become dissatisfied with a new Salesforce product, they would be forced to spend their time and money switching providers and transferring
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