Features to look for in CRM software for finance industry

Features to look for in CRM software for finance industry

The finance industry is seeing an unprecedented surge in the number of participants today. Like most industries, financial service providers will have to rise to meet the challenge. Clients are a businesses’ most important source of income, and meeting their...

7 common CRM terms you should know

An efficient CRM system is proven to help organization attract and retain more clients and also cater to their expectations. They do by a combination of people, processes and the right technology. CRM helps understand and anticipate your customers’ exact...
Why CRM is a must for startups

Why CRM is a must for startups

If your startup is not achieving enough success, or your sales team is underperforming, it is high time you stop giving excuses for not using a CRM  system. This is because you need one no matter how small your business is. CRM software allows fledgling businesses...

4 ways to avoid CRM implementation mistakes

Each dollar a company spends on Customer Relationship Management (CRM) can return it up to $8.71, according a recent study by IT research firm Nucleus Research. While CRM helps boost sales, improve marketing effectiveness and customer service, not all companies using...

How to use CRM to kick-start your stagnant sales

It is a proven fact worldwide that using software for customer relationship management makes handling the sales process smoother. Today, even small companies with less than 10 employees are also using CRM software to maximize sales. In fact, if your company is using...

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