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Choosing the right CRM system
This article will identify and explain some of the different software and tools available to Independent Financial Advisers in order to efficiently advise their clients and help meet regulatory...
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Salesforce.com Review
It is without doubt that Salesforce.com is the most dominant CRM package in the market, which is evident given the size of its customer base (over 10,000). One thing that sets it apart from the...
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Reports say ‘Hacktivists’ responsible for most Security Breaches
A data breach investigation report by Verizon has revealed that 98% of all breaches originated from external agents, with 58% of them being tied to hacker activist groups, or ‘hacktivists’. The report...
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Zoho CRM Review
Zoho CRM is a cloud-based solution, rapidly growing in popularity and sophistication. Upon looking into the product, it is obvious that Zoho are incredibly difficult to overlook, due to just how cost...
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Zoho Roll out Mobile Software for CRM
As of Monday the 2nd of April, Zoho will be expanding into mobile applications, distributing native Android and iPad clients for its CRM software. The company is also planning a demonstration of its...
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MS Dynamics CRM: Pros and Cons
Microsoft Dynamics CRM is very reliable and credible; however it has split many businesses down the middle, with some being in favour of it and implementing it across the board, and others choosing...
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Zoho vs. Salesforce CRM Comparison
If you’ve been on the market for a new CRM service, you will have undoubtedly come across both Salesforce and Zoho. At first they are indeed hard to compare, as the pricing is vastly different, and...
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Curo CRM
Time4Advice has recently launched Its client management software – Curo – which competes with the likes of Adviser Office, Intelligent Office, True Potential, to name a few. Whilst they all have...
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Informed Training implementing successful change following Keynote speaker...
Following attendance at the IFP conference as a delegate (independent CRM specialists), I have taken away so much but promised I would implement one great change to help my clients and business which...
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Delighted to be invited to write a short blog for Nucleus on Data Integration...
Some great resources and help on Nucleus Illuminate members website for Financial Services Profession. If you should have missed the recent blog post on linked in and twitter – here it is. Avoid...
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