CRM

Easy problem solving techniques for programmers

Overview of problem solving: Effective problem-solving is a crucial skill for programmers to have, and first principles thinking is a…

2 years ago

Automation – compliance in the finance sector 10 point plan

Automation can play a key role in improving compliance in the finance sector. By streamlining tasks and processes, automation can…

2 years ago

5 steps to automate your management and compliance

Are you tired of spending hours on manual tasks such as data entry and record-keeping? Do you worry about compliance…

2 years ago

In the finance sector? Start automating now.

Automation in the finance sector can bring numerous benefits, including increased efficiency, reduced errors and costs, and improved compliance and…

2 years ago

Task management through a properly setup CRM

Are you tired of wasting time on repetitive tasks, struggling to keep track of customer interactions, or struggling to collaborate…

2 years ago

10 points why it is better manage large amount of tasks with a CRM

Are you tired of struggling to manage tasks and projects using email or spreadsheets? It's time to upgrade to a…

2 years ago

10 Point plan to use a CRM for a marketing campaign

Are you looking to take your marketing campaign to the next level with a powerful CRM system? Our 10-point plan…

2 years ago

Practice Management Technology with CRM / PMA

Are you tired of struggling to keep track of executive decisions throughout your organization? Our practice management technology tool is…

2 years ago

10 Policies and Procedures to look out for in using a CRM

Are you looking to take your financial firm to the next level with a powerful CRM system? Our CRM system…

2 years ago

10 Best CRM practices to take not of.

Are you looking to take your financial institution to the next level with a powerful CRM system? Look no further!…

2 years ago