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Overview:
CNL Financial Group represents approximately 3,000 retail, restaurant, hospitality, retirement, corporate office, and industrial properties in 49 states, with combined assets of more than $8 billion. CNL Investment Company (CNL) is the support arm to its sales division, raising capital to purchase real estate and pay investor dividends. The sales group manages more than 70,000 records in its customer database, 700 items in its promotional item inventory, and complicated SEC, NASD, state, and broker/dealer regulations governing fulfillment. To manage the load, it recently re-engineered its internal processes and implemented Sage CRM SalesLogix to handle these requirements. The expertise and support of their reseller speeded development of the system and delivered value to end-users very quickly.
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