CRM

The benefits of automation for small business.

Imagine all the time you could save if quoting and invoicing managed themselves, payments and reminder notices went out automatically, social media…

You’ve created your CRM database. Now what?

CRM software can make a huge difference in your day-to-day customer relationship management. But it can be tough to know where to…

eBooks

eBook: The small business guide to customer relationship management (CRM).

Customer relationship management – usually referred to simply as CRM – is a key factor in any business, as it encompasses the…

Customer loyalty: How can your small business keep them coming back?

In today’s digitally savvy market customers can get what they want quicker, cheaper and more conveniently than ever before. Naturally, competitors are…

What is a CRM system and how can you use it?

CRM stands for Customer Relationship Management and it’s a vital concept for business owners. A customer relationship management system is any system…

5 ways a CRM system can improve your business.

If your business has customers, it needs some kind of customer relationship management (CRM) system. A CRM system is a way to…

Why first-party customer data is more important than ever.

In a digital economy, data is one of the world’s most valuable resources. The revenues of data-driven titans like Google, Amazon and…

Templates

Free CRM template for small businesses.

If you’re just dipping your toes into the waters of customer relationship management, utilising our free Excel customer database template  is a…

CRM – what is it and why does it matter?

CRM – aka customer relationship management. At its most basic level, a CRM platform is designed to consolidate customer information into a…