Practice Development Insight

White papers and practical guides to help you develop your practice

Why Customer Engagement is YOUR Responsibility

14.04.14

Many businesses underestimate the true value behind CRMs and their power to drive sales. If you donít have a CRM in place, consider this...

Michael Boyette

Managing your sales funnel Ė how does CRM help?

14.04.14

When implemented properly, CRM software should improve your sales funnel and conversion rates.

Workbooks

CRM: itís as easy as A, B, C

14.04.14

CRM isnít difficult if you follow three simple rules. A ó Acquire, B ó better, and C ó Capitalise.

Workbooks

CRM intelligence Ė do you know whatís going on in your business?

14.04.14

Here are the top 5 ways to leverage your CRM system for business intelligence and service improvement.

Workbooks

Finance sector accounts for £500m worth of fraud cases

11.04.14

Fraud in the financial services industry now accounts for half of all the reported fraud in the UK by value, and over a quarter of the reported cases, as increased regulations and compliance drive greater transparency, according to research by BDO.

Pat Sweet

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