CRM

If you’ve been weighing up CRM’s, you’ve probably come across two broad categories: enterprise CRM and SME CRM. The truth is, while enterprise CRMs might talk the talk, they often come with a surprising number of hidden...

Legal practices are rapidly embracing the efficiency and accessibility of cloud-based technology. Cloud-based legal practice CRMs (Customer Relationship Management systems) for legal firms are transforming how practices can manage...

Your CRM system is only as good as the data within it. Inaccurate or incomplete information can lead to missed opportunities, wasted marketing spending, and frustrated customers. It’s estimated that organisations spend between...

Nobody likes dealing with order processing. But the truth is, smooth, efficient customer order management is crucial for happy customers and a thriving business. Every sale, interaction and touchpoint with your customer is...

The legal landscape is evolving. Are you keeping pace? Law firms are facing increasing pressure to deliver exceptional client experiences while maintaining operational efficiency. Gone are the days of relying solely on...

Struggling to meet sales, marketing or operational targets despite ongoing efforts? If so, it might be time to invest in a CRM consulting service. These days, managing your customer relationships is no longer a luxury but a...

It might be the largest vendor of Customer Relationship Management software in the world, but even Salesforce comes with its disadvantages.   Although it may be the easy choice, Salesforce is often not the best fit for every...

Easter is officially over. And there\'s only one thing we all need after seeing cute Easter bunnies everywhere. A splash of terrifying horror.  Horror movies might not be the first thing you think of when planning your CRM...

CRM implementation can feel daunting, but it doesn\'t have to be. Partnering with the right CRM expert and following a few key steps can simplify implementation and deliver a quick ROI. By embracing a collaborative approach you...

Workbooks is a cloud-based system that gives you more than just membership management. We go beyond CRM to support the membership management and commercial activities of Trade Associations and Membership Organizations. But what...

What is CRM Software? Customer Relationship Management (CRM) software is a tool used to better manage interactions between a company, its customers, suppliers, and leads. As Darrell Rigby, Frederick F. Reichheld & Phil...

Through our years of experience, we’ve seen (and offered) plenty of advice to prospective CRM users. But perhaps the daftest suggestion we’ve seen is that you should attempt to build your own CRM system. To that end,...