“I'm a first-year investment banking analyst at a boutique investment bank. There are only a few analysts in the department. Basically, we support all the deals of all the senior bankers. As analysts, we are asked to provide timesheet hours you spend on projects and your projection for next week.
Filed under project management, crm tool, workflow, tasks, workflow
Traditionally, CRM has been associated with lead tracking, contact management, and post-sales customer service support. At Mavenlink, we believe that there is a missing element in this definition—professional service delivery and the customer relationship management that happens after the sale, via project management and financial tracking through to payment and reporting.
Filed under crm, customer relationship management, toolset, vital role, development, social features
Most sales managers see the benefits of a Customer Relationship Management (CRM) system. In CRM their sales data is stored centrally and presented in an easy-to-follow format, allowing them to monitor sales processes, staff performance and, as a result, optimize selling.
Filed under crm, customer relationship management, toolset, best practices, development
5 Reasons why Customer Relationship Management (CRM) software is your gateway to efficient lead management.
Filed under customer relationship management, crm, small business, business, new customers, retain
Today, many businesses and service providers in the financial sector realize the importance of Customer Relationship Management (CRM) and its potential to help them acquire new customers, retain existing ones and maximize their lifetime value.
Filed under customer relationship management, crm, banks, financial services, business, banking, investment, new customers, retain
Say goodbye to the calcified, creaky business systems and processes that we’ve come to know and love. They’re being swept away by clouds and mobile systems at an alarming rate. But that’s a positive thing, of course. With this transformation, however, comes a need for deeper knowledge and understanding of the new systems and processes that are driving new businesses, how they interact, and what they are capable of delivering.
Filed under Business, CIO Network, Data Driven, Management, On Demand, Strategies Solutions, Tech, Techonomy, Cloud Computing, Strategies & Solutions
While e-mail is one of the best tools available for speedy communication, it can easily become an overwhelming burden if not properly maintained. There are multiple methods for effectively managing business email and preventing an inbox from becoming controlling.
Filed under email, email management, my mail, inbox, communication