When the new Forum platform is complete, it will include a member only access site that will include the following:

  • Proprietary Surveys and results
  • Proprietary Information Exchanges and results
  • Proprietary Whitepapers and other Research
  • Proprietary Notes from CRM Forum Conferences
  • Agendas and Attendee Lists from all events
  • All content shared at any in-person or virtual meetings and conferences
  • Links to Vendor Partner knowledge bases, use cases and other materials
  • Other links to content of interest to the membership

This content will be tagged for easy searchability and access.  This functionality is expected over the summer of 2019.

In the meantime, please reach out to Julian Edelman for any help with the Contact List or Comprehensive Systems Audit.

This is a broad cataloguing of the various systems that each of the member firms utilize along with additional comparative information that you will find to be of extreme value.

This material is continuously updated and should you have any questions, suggestions or report a change of information, please reach out to Julian Edelman

Get 2019 Spring Forum Materials: April 2019, Short Hills, NJ

Please Click Here to access exclusive content from the 2019 Spring Forum in Short Hills, NJ.  (site is password protected and will open in a new window) 

Get 2019 Global Forum Materials:  June 2019, London

Please Click Here to access exclusive content from the 2019 Global  Forum that was held in London June 11-12.  (site is password protected and will open in a new window) 


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