Tag: Hong Kong SME
Strengthening Client Relationships with CRM for Wealth Management Firms Wealth management is more than just managing clients’ investment portfolios and providing strategic investment advice. It’s about building long-term client …
Copilot has already started transforming how sales organizations operate by lending a hand in authoring emails and other built-in prompts that Microsoft has provided. There are also the unsuccessful …
ECI Software Solutions, a global provider of cloud-based business management software and services, announced the appointment of Brian Hildebrand as chief information officer (CIO). As CIO, Hildebrand will be …
Process mining is a research area and technology that helps businesses understand their actual processes, and how they operate, and identify opportunities for improvement, automation, and digitalization. Process mining …
IT professionals need compelling and impactful sales pitches that clearly address client pain points and showcase innovative solutions. Whether you’re offering cutting-edge AI-driven analytics or IoT solutions for manufacturing, …
Recently we copied our UAT environment to one of the testing environments. After copying, we saw that all the cloud flows were in Off / Disabled state. This was …
Capturing and managing leads effectively is one of the most critical functions of any CRM and marketing automation platform. If your lead capture process isn’t optimized, valuable prospects can …
https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Vendor-Claim.mp4 Managing vendor claims efficiently is a crucial part of delivering excellent customer service in the metals industry. When quality issues or delivery delays arise, having a structured process …
Get Your Own “Invisible Personal Assistant” Today! The invisible personal assistant I was on a discovery call with a prospect who was looking for CRM assistance. They …
If you missed the latest updates or need a fast rundown on 2025 release wave 1 plans for Microsoft Dynamics 365, Power Platform, and Role-based Copilot offerings, you’re in …