CRM

Found 7 briefings

CRM

Using CRM to fast-track your practice growth

More and more accountancy practices are discovering the difference that a dedicated CRM system can make to their firm’s growth potential. This video explores the use of CRM to fast track practice growth.

Company: Wolters Kluwer | Published: 19 May 2014 | Business Area: Practice Management

Rating: 2 people found this useful

A director’s guide: Drive your business with dashboards

Access UK provides an informative Director's guide on how Management Information Systems or ‘Dashboards' can draw information from across your business into one place and translate it into visual formats such as charts, graphs, gauges and speedo dials. Making it quicker and easier to understand.

Company: Access UK | Published: 08 May 2012 | Business Area: Enterprise Accounting Software

Rating: 7 people found this useful

Accountants in practice - Top tips on how to build and manage relationships with your clients with IRIS

Building relationships with your customers is key, so why not let IRIS help you retain existing clients, win new business, increase your revenues and boost your efficiency with these four top tips for CRM success.

Company: IRIS | Published: 27 July 2011 | Business Area: Finance and Accounting

Rating: 4 people found this useful

Price Discovery: A process that brought down the banks is helping IT buyers’ secure better deals and deliver cost reduction.

It is the “efficient market” at the core of the price discovery process that enables buyers and sellers to unearth price and act with haste. This is the focus of this paper and how IT buyers are using aggregation technology to keep ahead of the volatile IT market.

Company: Mercato | Published: 15 June 2011 | Business Area: Business Intelligence

When Hitachi’s business boomed, who did they turn to for a credit management software solution?

The Challenge - In 2009, Hitachi Europe was undergoing rapid growth in certain businesses with hundreds of new customers being added to their portfolio every year. This paper discusses how they dealt with different challenges including payment collection, maintaining consistent interaction with customers... view abstract

Company: Moreton Smith | Published: 02 June 2011 | Business Area: CRM

Choosing the right payment system for your business

What Payment channel is right for their business ? The problem is that sometimes what appears “simple” is at best woefully inadequate, at worst painfully non-compliant. But how do inexperienced retailers get online and start accepting payments quickly?

Company: Netbanx | Published: 28 April 2011 | Business Area: Enterprise Accounting Software

Integrated Finance and CRM Software: Improving business efficiency by combining finance and CRM solutions

This white paper discusses why businesses use finance and CRM software, the differences between front-office and back-office systems and some of the reasons for linking the software within them.

Company: Concentrix Ltd | Published: 19 April 2011 | Business Area: CRM

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