For some time now, the financial services industry has been booming. Firms have achieved record fundraising levels, expanded investment strategies, become more global in nature, and grown in size. While much of
Associations spend a great deal of time managing relationships with contacts, members, and leads from their website. From inputting member registration, updating contacts, billing membership fees, scheduling volunteers, to coordinating events; it
As a consulting firm, clients are the lifeblood of your business. It’s not just about acquiring them, you also need to make sure they’re delighted enough by your services to retain them.
A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every
Today’s consumer is more connected than ever before. The advances in mobile technology have empowered customers to shop in a huge variety of ways, and on the journey to purchase they engage
When it comes to government, there are perhaps no jokes that are more common than those to do with efficiency. And while some of those jokes may be unfair or exaggerated, when
According to an infographic by CloudWave, 75 per cent of companies have no process for nurturing leads (yikes!). While lead nurturing may not be top of mind for you — at least
Every aspect of the auto industry has changed in the last decade. Inventory, sales, compliance, financing, and even service departments have been turned upside-down. Most importantly, the customer buying journey has changed.
The ATS vs CRM debate is not new, but if it is for you, this is the time to make sure you understand the alphabet soup and are completely clear on what