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Get to know everything about the technological happenings of the CRM world through our eyes.​

Advisory Excellence | Innovation in Action

Looking to Scale Your Business? Here are 3 Best CRM Practices You Need To Know!

February 20, 2025

Looking to improve ROI of your CRM? Discover how to optimize CRM system with cross-company integration, mobile and

Why Marketing Automation is Important​

February 19, 2025

Automation is taking over many types of tools, from household appliance and energy consumption to cars. Marketing is

CRM Dashboard – The Best Friend of Sales Teams

February 19, 2025

The dashboard is an important customer relationship management (CRM) system feature. Learn how it helps sales teams get

What is the Best CRM Platform For Your Business?​

February 18, 2025

A CRM software is vital to your company, but which one should you choose?​

The 7 golden rules of a successful CRM project

February 17, 2025

In order to increase your chances of success during your project, you better start thinking about how to

Why Do Credit Union Members Leave for Banks?

February 17, 2025

Learn why members leave credit unions for banks and reverse the trend today. Optimize your credit union strategy

Improving the browsing experience of the visitor of your website: The best practices

February 17, 2025

While we are in the middle of a digitalization era, you shouldn't ask yourself is you should be

Importance of Customer Relationship Management for Banking

February 14, 2025

CRM has the power to transform the banking sector's customer journey, providing seamless experiences and driving digital innovation.

CRM Solutions: Our Comparative Guide​

February 14, 2025

Why is a CRM vital for your customer relationship management?​

How CIOs Shape Customer Experience (CX)

February 13, 2025

CIOs have been laying the foundation for digital transformation for years, and now they need to lean in

How to Make CRM Match Your Business Perfectly

February 10, 2025

We have compiled five best practices to achieve CRM excellence and improve adoption.​

CRM & GDPR: What the “GDPR” Means for Canadian Businesses

February 7, 2025

Make sure you don’t lose contact with mass email The General Data Protection Regulation is a control measure