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
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 automate tasks such as lead tracking and appointment scheduling. By using CRM automation, businesses can improve efficiency, enhance data management, improve customer relationships, and drive sales. CRM automation also allows for improved collaboration and communication, greater flexibility and scalability, enhanced … Read More
Why use a CRM?
CRM systems improve customer relationships, drive sales, increase efficiency, and provide valuable insights by streamlining business processes, centralizing customer and prospect information, and automating tasks such as lead tracking and appointment scheduling. These systems can be accessed from any device with an internet connection and provide robust security measures to protect customer data. Customer Relationship Management (CRM) systems are essential … 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
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 potential ways that automation could shape the industry: Increased efficiency: Automation can help financial institutions process transactions and perform routine tasks more quickly and accurately. This can lead to cost savings and improved customer service. Improved risk management: Automation can … Read More
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 recruitment industry.
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?
Remote Workforce – what steps to take
Remote workforce what not to do Part 1 Past mistakes In the early days – that is 10 – 15 years ago being fully on the cloud and paperless was not an easy fete. Back then Evernote came out and a few other role players. I was definably an early adopter with all the pains that went with that. I … Read More