Insights - Page 2 of 3 - CRM Insights

Automating Anti-Money Laundering (AML) processes through CRM integration

Integrating your CRM to automate Anti-Money Laundering (AML) processes - an integration exampleIf you provide audit, insolvency, accountancy services, tax advice and trust or company services, your business must be registered for anti-money laundering (AML) supervision. In this blog article I'll discuss an example of how one of our accountancy firm clients integrated their CRM […]

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Have you outgrown your CRM? (and why you should migrate from GoldMine CRM)

Migrate from GoldMine CRM? Are you serious?Back in 2008 I had to make a difficult decision. After many, many years invested in GoldMine, it was finally time to move on. To migrate from GoldMine CRM. A decision I didn't take lightly!  My relationship with Goldmine had been a long one. I’d written (and sold internationally) add-on […]

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The CRM A-Z

CRM can be a big topic! So, to get you up to speed quickly, we've put together a CRM A-Z to provide you with a broad overview of the topic. Scroll though the post below, or simply jump to a letter of your choosing! A B C D E F G H I  J K L M N […]

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5 Key Reasons People Buy CRM Solutions

5 Key Reasons People Buy CRM SolutionsRunning a successful business is no simple task. When marketing campaigns, data analysis, meetings and customer care all happen simultaneously, you need a powerful solution to bring all of these functions together in one place… Enter CRM.Gartner predicts that CRM will become a $36 billion market in 2017, with […]

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