Customer Relationship Management

/Tag:Customer Relationship Management

How can a CRM help your Small business?

Providing the best possible client service is one of the most important ways a business can differentiate itself from its competitors. Client studies have shown more customers prefer dealing with a business that provides a personal efficient service and can easily offer solutions that will quickly resolve their problems or issues. In general, it [...]

By | October 13th, 2017|Customer Relationship Management|0 Comments

The CRM System: 4 Reasons Why it’s Your Most Valuable App!

Client Relationship Management is a concept for managing all your business relationships and interaction with your clients and potential clients, leading to improvements in Customer Service and Customer Experience. A CRM Application allows you to focus on your company’s business relationships and the people who are involved: suppliers, clients, cases, service users or colleagues [...]

Will Regulations Creep In To Other Business Sectors?

The Market in Financial Instrument Directive (MiFID) was originally designed to create an EU financial market with harmonised regulation for investment services. MiFiD’s main objectives are to increase competition and offer consumer protection in the investment services markets. MiFID was amended in 2014 and will come in to effect in 2018. Irrespective of Brexit, the UK’s [...]

By | June 15th, 2017|Document Management System|0 Comments

OneView For Your Practice

OneView is a compelling 3-in-1 solution for Accountants to significantly improve business processes. It combines the efficiency of a Document Management System with the practicalities of Customer Relationship Management and the security of a Client Web Portal. Document Management (DMS) The all new DMS really is an exciting release as it includes a number [...]

How important is Customer Services & Role of Document Management /CRM

Document Management or and Customer Relationship Management doesn’t only involve applying technology, but also offer a strategy for learning more about the behaviors and needs of the customer as a way of strengthening your relationship with them. CRM therefore becomes more of a business philosophy and less a technical solution that helps Organizations’ to [...]