We Blog CRM

Salesforce.com Inc is going after the independent adviser market with Salesforce for Wealth Management, a customized, adviser-focused version of its popular customer relationship management application.Odds are good that the software will make the short list among advisers who desire a hosted solution.Its existing version of Salesforce can claim 60,000 users who are brokers and advisers from companies such as Merrill Lynch & Co. Inc., Morgan Stanley and Citigroup Inc. Another 40,000 operations and support staffers from those firms rely on the software as well.