Are you tired of wasting time on repetitive tasks, struggling to keep track of customer interactions, or struggling to collaborate with your team? A CRM system can help you solve these problems and enhance productivity in your business. With a CRM system, you can automate many tasks, such as sending follow-up emails, scheduling appointments, or updating customer records. This frees … Read More
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 is designed specifically for the financial sector, and it comes with a set of best practices policies and procedures that will help you get the most out of your investment. With our CRM policies and procedures in place, you’ll be … Read More
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? If so, a customer relationship management (CRM) system may be the solution you’ve been looking for. With a CRM, you can centralize all of your customer information in one place, making it easy to access and update billing details as … Read More
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 and marketing efforts? If so, a customer relationship management (CRM) system may be the solution you’ve been looking for. A CRM can help you to centralize all of your customer information in one place, making it easy for your team … Read More
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 their interactions with customers. CRM systems help businesses to streamline their customer-related processes and improve their overall customer experience. CRM automation refers to the use of technology to automate certain tasks and processes involved in managing customer relationships. This can … Read More
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 the industry. This has included the use of artificial intelligence, machine learning, and other advanced technologies to improve efficiency, reduce costs, and improve the customer experience. One example of this is the use of chatbots and virtual assistants to handle … Read More
Email – the convenience trap
This series is about working in teams, working remotely in an effective manner. It is something I have been working on daily for many years. How do simplify teams?
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 things I see all the time. You have an important email coming in, drag it to an important folder or follow up folder to look at it later. 5 minutes later an email for a request from a client comes … Read More
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