Our Latest Insights2025-03-29T16:06:05+10:00

Relying on ‘spreadsheets and miracles’? Why excel is not a CRM.

When you’re first starting out, it makes sense to use the tools you have at your disposal. But there comes a time in every business when you have to bite the bullet and get the right tool for the job. Excel is one of those go-to applications that are often used to do jobs it [...]

August 23rd, 2019|Categories: insights|Tags: , |

Outlook and Dynamics CRM – Perfect, productive partners

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.  Being able to keep a history of customer communications including emails and appointments is a basic requirement of anyone looking for a CRM, but it’s difficult for other platforms to achieve elegantly and seamlessly. It makes [...]

May 16th, 2019|Categories: insights|Tags: , , |

Five signs that your business needs a CRM

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time? Too often, we’re happy to invest in hiring another person - after all business is booming – but baulk at the cost of systems and processes [...]

January 30th, 2018|Categories: insights|Tags: , |
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