MaxTips for Financial Advisors (2/4)

MaxTips for Financial Advisors (2/4)

Getting your Client Profiles in OrderThis week we’re presenting MaxTips for Financial Advisors – a four-part series with key insights for Financial Advisors who are looking to a CRM to build and expand their book of business. Today we outline best practices for...
Unravel Your Spreadsheet Spaghetti with CRM

Unravel Your Spreadsheet Spaghetti with CRM

According to Capterra, some 32% of SME’s still rely on the capture, storage and tracking of vital customer data and interactions in spreadsheets, with a further 20% via email platforms and 15% using manual methods. These data management practices are certainly...