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Home / CRM

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CRM News

An exciting new(ish) Microsoft product that’s well worth a look

In Power BI, Microsoft has created the most powerful and important business tool in years Around 18 months ago, Microsoft launched a new piece of

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What Office 365 can do for you

Pick through the slew of products on offer with Office 365 and you will find some really useful software for your business, at a reasonable

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Case Study: Automating a process to save time

What do most businesses want from their IT systems? Well, mostly they want them to work hard unnoticed in the background to make day-to-day work

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Why do you need a CRM system?

‘I need CRM software’: I hear this phrase a lot from clients, but my reaction is usually: ‘Are you sure?’. CRM, or Customer Relationship Management,

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New Technology Opportunities

Hiding in plain sight: you may already have the answer to your under-performing software. Avoid the cost and disruption of a software overhaul by unleashing

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Intelligent Cold-Calling follow-up

The Problem – Cold Calling has a Negative Image. The subject of cold calling is contentious. Most people have had an experience of cold calling

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CRM or Sales Management?

A critical look at CRM CRM (Customer Relationship Management) is a term often abused. CRM is most often confused with Sales Management systems. Customer First,

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Un-Stalled IT development

Get rid of a few bottlenecks to make an OK software package into a really good tool. Feeling happy – just come from one of

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Automating Creditor Payments

Making Creditor Payment Simpler and More Accurate This project improved cashflow, reduced wasted admin time, and improved supplier relationship. There are many hidden costs to creditor

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Creating new Job Numbers for Field Workers

Creating Job Numbers from Mobile Phones via Email Problem: Our client is running our SpringboardIT Quote Assistant  (SQA) product,. They needed the ability to allow

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Sharing Sage Sales Orders

Automating communication with distributor from Sage Sales Orders Problem: The allocation of stock if not managed properly can be a very slow process as well

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Auto Update of Postcode Anywhere

Updating website data using Sage and Postcode Anywhere Background: Wholesaler client wants to maintain a list of retailers who hold product lines on their web

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