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Publications
  • April 2005 (Revised June 2006)
  • Case
  • HBS Case Collection

Evergreen Investments: Mobile CRM (A)

  • Format:Print
  • | Pages:9
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Abstract

Evergreen Investments has had a troubled history with its customer relationship management (CRM) system. Sales agents feel that they derive no value from it and that it is a tax on their jobs. Evergreen is investigating whether it can improve CRM by making its data available wirelessly to Blackberry devices. These devices would also provide mobile phone and e-mail capabilities.

Keywords

Management; Customer Relationship Management; Information Technology; Financial Services Industry

Citation

McAfee, Andrew P. "Evergreen Investments: Mobile CRM (A)." Harvard Business School Case 605-057, April 2005. (Revised June 2006.)

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