Professional Services

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14 Mar: Attention Financial Institutions: Use CRM Automation Technology to Cross Sell Wisely

Cross-selling is almost a dirty word in the financial industry, thanks to the recent cross-selling controversy. Now, more than ever, banks are under intense scrutiny. However, cross selling is also the holy grail of business growth; it’s common knowledge that it’s far easier to retain and grow clients than win new ones. But proposals must be highly targeted.

CRM technology enhanced with CRM automation can help by providing rigorous client detail virtually anytime, anywhere with:

1. Data that is accurate, complete and up to the second. With CRM automation, data is automatically updated through both internal and external sources. There’s…

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13 Dec: Build Your Legal Practice with These 27 Marketing Ideas Straight from the Experts

There’s no shortage of earning potential in the legal sector. Whether you work for a massive firm or a one-person practice, your earning potential is nearly infinite, limited only by the new business you can bring in or your bandwidth to handle the work.

It doesn’t matter if you’re a lawyer, a marketer or a business development pro, if you can consistently convince people to seek legal services from you or your firm, then there’s a high-paying position waiting for you at the firm of your choosing.

Give your professional reputation and your bank account a healthy deposit this…

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28 Sep: Behold as We Enter the Age of Relationship Intelligence Automation

Learn how your sales team can close more deals – fast – with RIA: An Interview with CRM Expert Brent Leary

Can you honestly say that your CRM is a revenue generator? Most of us cannot.

If you are part of “most of us” then it’s time to become aware of the new age of Relationship Intelligence Automation. RIA is calling for enterprises to transform their CRMs. So don’t even think about throwing them out or consider replacing them.

The focus of RIA, as Brent Leary of CRM Essentials says is to:

build more efficient relationships help increase opportunities, and…