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Part one of How to Suck Up to Billionaires discussed the need to know a lot more about your customers than your CRM system might traditionally track and measure — their changing fortunes, for example. If you’re going to target newly minted millionaires and billionaires, you’ll need to refine your CRM tools and filters to be able to find those customers quickly and easily. But once your CRM solution has found them, what do you do next?
The essence of this question has to....