Harbor Capital Advisors (HCA) is the adviser and investment arm of a family of 12 no-load mutual funds that offer actively managed portfolios of stocks, bonds and money market securities with combined assets of approximately US$17.2 billion.

Until recently, HCA Securities, Harbor Capital’s broker dealer, had limited marketing activities, primarily with institutions. That changed in 2005 with the creation of an expanded sales and marketing group.

Deb Well, HCA’s Security Director of e-Business, did a comparative analysis and decided on Sage CRM SalesLogix because it could be easily customized for the unique needs of Harbor Capital and HCA Securities…

Download the full story.