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CASE STUDY: CRM for Financial Planning – District Capital Management – Less Annoying CRM

CASE STUDY CRM FOR FINANCIAL SERVICES & FINANCIAL MANAGEMENT See how a financial planner uses LACRM? Check out Alvin Carlo’s story! Written by Eunice Koo What does District Capital Management do, and how did you get to where you are today? I’m Alvin Carlos, CFA, CFP® and I’m a Financial Planner and Managing Partner of District Capital…

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CRM Article: CRM software for insurance agents – monday.com

CRM ARTICLE An article from monday.com What is an insurance CRM? An insurance CRM is a solution that addresses the specific needs of insurance brokers and insurance providers. Organize all your leads and claims, automate assignments to the right people, and manage multiple policies in a single system with an insurance CRM. A CRM provides…

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CRM Article: A customizable CRM for the automotive industry – monday.com

CRM ARTICLE A customizable CRM for the automotive industry – from monday.com How could a CRM help someone in the Automotive Industry ? Those in the automotive industry have to do so much more than selling. They need a system that will automate reminders about insurance renewal, vehicle servicing, new offers/discounts and keeping existing…

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CRM Article: SMEs How to Boost Customer Reviews on Google My Business with Mailjet and noCRM.io

CRM ARTICLE SMEs How to Boost Customer Reviews on Google My Business with Mailjet and noCRM.io Written by TITIANA on FEB 25, 2022 in Partners Customer reviews are an integral part of most businesses’ online communication strategies. Not only do they affect your company’s presence and visibility, but they also have a strong impact on your…

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CRM Article: 5 Tips for Choosing the Right Childcare CRM

CRM ARTICLE 5 Tips for Choosing the Right Childcare CRM Local Child Care Marketing : First Published in August 2021   Choosing the right Childcare CRM system (or Customer Relationship Management) for your child care center can be tough. CRMs come in all shapes and sizes, with a variety of features from which to choose. If you’re looking for…

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CRM Article: Benefits of Using a CRM, Plus Industry Examples – Nicole Gilotti – Keap

CRM ARTICLE Benefits of Using a CRM, Plus Industry Examples  by Nicole Gilotti – Keap Updated: Feb 25, 2022 · 4 min read If you’ve tried to manage your business out of a spreadsheet, you’ve likely realized that it just can’t cut it as your business grows. It becomes nearly impossible to keep track of which leads you should call today,…

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SmallBizCRM Review – Capsule CRM

Capsule CRM Review“Capsule does an amazing job of putting so much functionality into such an inexpensive, simple and easy-to-use relationship management tool.” Visit WebsiteTry for Free 4.9 Updated : 20th July 2022 Product Features Screenshots Expert Review Related Products Product Features……

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CASE STUDY: CRM for Recruiting & Training – Pinpoint Profiles, LLC – Infoflo CRM

Case Study CRM In the Recruitment/Personnel Placement Industry. See what Joe Thompson, President of Pinpoint Profiles, LLC Nashville, USA, says about using Infoflo in his one man start up in the Human Resource Technology field. Joe Thompson & Pinpoint Profiles LLC Joe Thompson is founder and president of Pinpoint Profiles LLC based in…

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Case Study – CRM for NGOs, NPOs & Charities – British Red Cross – Really Simple Systems

CRM CASE STUDY A CRM for NGOs, NPOs and Charities. British Red Cross uses Really Simple Systems About British Red Cross The British Red Cross helps people in crisis, whoever and wherever they are. It is part of a global voluntary network, responding to conflicts, natural disasters and individual emergencies. It helps vulnerable people in the UK…

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Case Study – CRM for Education – Eduvisors uses Bigin by Zoho CRM

CRM CASE STUDY A CRM for Education  How Eduvisors increased their student conversion rate with Bigin The customer Eduvisors is an educational consulting firm based in Dhaka, Bangladesh. Since 2009, they have been working to promote and recruit Bangladeshi students for affiliated global partner universities. Eduvisors helps student…

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