For decades, firms have hired executives and dealmakers based on the size and strength of their networks. The most influential executives bring books of contacts that number in the tens of thousands. Monitoring and managing these relationships required significant time and manual effort. However, as these executives and their administrative support teams have increasingly turned to business social media to monitor changes, a desire for more data and automation around Enterprise Relationship Management (ERM) processes has emerged.

Key Highlights

• What is Enterprise Relationship Management?
• CRM Integration & Getting Your Data in Order
• Silverline Investment Banking Playbook
• The Advantage of Automation