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…

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

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?…

2 years ago

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…

2 years ago

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…

2 years ago

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…

2 years ago

Email – the convenience trap

This series is about working in teams, working remotely in an effective manner. It is something I have been working…

4 years ago

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…

5 years ago