tasks
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…
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…
Run a remote workforce efficiently with a CRM through Automation
Customer relationship management (CRM) is a term used to describe the various processes and technologies that businesses use to manage…
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…
Email – the convenience trap
This series is about working in teams, working remotely in an effective manner. It is something I have been working…
Worst way to manage tasks – use email?!
Ive seen over and over that many people use their emails in one way or another as tasks. These are…