Task Management
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…
Tired of manual billing, get a CRM!
Are you tired of managing billing manually? Do you want to improve the accuracy and efficiency of your billing process?…
Use CRM for a finance related company delivering services
Are you tired of managing customer relationships manually? Do you want to streamline your internal processes and improve your sales…
CRM automation in the workplace 10 main points
CRM automation is a powerful tool that can help businesses to streamline their processes, centralize customer and prospect information, and…
Why use a CRM?
CRM systems improve customer relationships, drive sales, increase efficiency, and provide valuable insights by streamlining business processes, centralizing customer and…
Insurance Automation through technology UK
The insurance industry in the UK has embraced technology in recent years, leading to the automation of various processes within…
Business Optimisation through Automation in Financial Sector
Technology automation is expected to have a significant impact on the financial sector in 2023 and beyond. Here are some…
Cloud Based Remote Recruitment Solution
The year 2020 has totally changed our view on how we should work. This has been the same for the…
Email – the convenience trap
This series is about working in teams, working remotely in an effective manner. It is something I have been working…
Remote Workforce – what steps to take
Remote workforce what not to do Part 1 Past mistakes In the early days - that is 10 - 15…