What is prospect management?
Prospect management is the process of identifying, organising, and nurturing prospective clients with the goal of converting them into active and engaged customers. It involves managing prospects through the sales pipeline.
Prospect managers will typically use a CRM platform that will help them to effectively track and manage their prospects in the hopes that they will convert later on down the line.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
