If you missed our share on linked in and twitter last week, being cheeky and posting here. We will be following advice from Phil Bray, at The Yardstick Agency, to be more shameless and posting more quotes from our lovely clients on a more regular...
We are delighted to announce that Eileen Murphy has been invited as Guest Speaker to the next FSB event in Lye on Tuesday 29th October from 6pm. Join us all for a beer at - Beat Brewery Tap House, Stourbridge, DY9 8EL- Join us at the...
As the New Year approaches, you need to start getting your business ready for when the clock chimes 12 on January 1st 2018. The important thing you need to do to prepare yourself and team, is to start now! GDPR General Data Protection Regulation, or GDPR, coming into force...
Following attendance at the IFP conference as a delegate (independent CRM specialists), I have taken away so much but promised I would implement one great change to help my clients and business which I have done today - record my meetings! Thanks to Bill Bachrach...
Time4Advice has recently launched Its client management software – Curo – which competes with the likes of Adviser Office, Intelligent Office, True Potential, to name a few. Whilst they all have their benefits, Curo, boasts many features and carry benefits that its competitors do not. Firstly,...
If you've been on the market for a new CRM service, you will have undoubtedly come across both Salesforce and Zoho.
Microsoft Dynamics CRM is very reliable and credible; however it has split many businesses down the middle, with some being in favour of it and implementing it across the board, and others choosing instead to opt for a competitor. Here, I will weigh up some...
As of Monday the 2nd of April, Zoho will be expanding into mobile applications, distributing native Android and iPad clients for its CRM software. The company is also planning a demonstration of its iPad CRM software during an event on Monday in San Francisco. The decision to...
Zoho CRM is a cloud-based solution, rapidly growing in popularity and sophistication. Upon looking into the product, it is obvious that Zoho are incredibly difficult to overlook, due to just how cost effective their packages are. At a price of only $25 per user per month for their enterprise...
It is without doubt that Salesforce.com is the most dominant CRM package in the market, which is evident given the size of its customer base (over 10,000). One thing that sets it apart from the majority of its competitors is that Salesforce.com has no particular target...