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Harbor Capital Advisors Turns the Tide With Sage CRM SalesLogix
Overview Harbor Capital Advisors (HCA) is the adviser and investment arm of a family of 12 no-load mutual funds that offer actively managed portfolios of stocks, bonds, and money market securities with combined assets of approximately $17.2 billion. HCA Securities, Harbor Capital's broker dealer, had limited marketing activities, primarily with institutions. That changed with the creation of an expanded sales and marketing group to build new relationships with broker/dealer channels, 401k, and registered investment advisor markets. The newly hired HCA Securities' Director of E-Business took one look at the existing database and knew it needed to be replaced. The director did a comparative analysis and decided on Sage CRM SalesLogix because it could be easily customized for the unique needs of Harbor Capital and HCA Securities.
| Publisher | Sage Software | File Format | |
|---|---|---|---|
| Date Published | January 2007 | ||
| Format | Case Studies | ||
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