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CRM Working Lunch – Financial Services

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Last month I was a guest on “Working Lunch” a thirty minute UK Financial Services Industry Team Webinar run by two colleagues of mine Phil Allen and Bruce McKee. The website for the event and future dates can be found here and further details of the webinar including the full recording can be found here . I was delighted to be a guest and hope to be invited later in the year to talk about some of the developments in the road map and new releases, particularly “Orion”. Below...(read more)

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