Blogs

Client Relationships in Investment Management Companies

People buy from the people they like- It’s the plain truth! In any role in investment management, thinking about the client’s need is of utmost importance. Client relations in investment management are in high demand and multi-dimensional, investment management...

Efficient Client Onboarding In The Investment Industry

Client onboarding can be quite challenging, time-consuming, expensive and success is never guaranteed. However, client onboarding is emerging as a major focal point for investment banks and financial institutions which struggle with evolving market dynamics,...

Why Investment Industry Needs a Deal Management Platform

With the ever-increasing wave of compliance and regulations, investment banks are looking to restructure their practice to become more agile and capital-conscious. As the regular and compliance costs rise, investment banks are under the intense pressure to cut down...

Why CRM Integrated Billing Automation Is a Game Changer

Creating business quotes and delivering invoices are a critical part of the sales process. When you are a medium sized business with pretty good inquiries and real sales happening, you would find it overwhelming to manage incoming invoices. Invoice management is...

How to Use Real-Time CRM to Improve Marketing and Sales Strategies

Businesses are looking for better ways to distinguish themselves from the ongoing competition in the market. New products, sales process that doubles the leads, marketing led by machine learning, the possibilities are endless when it comes to innovative ways companies...

Top 5 Challenges Faced By Manufacturers

Manufacturing is the backbone for any country’s economy and it makes a significant difference in its employment, GDP, import & export etc. The manufacturing industry has evolved greatly over the last few decades and technology played the role of a major catalyst...

What our clients are saying

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Jessica Tham

MedKlinn International Sdn Bhd

Second CRM is a great tool for us to manage our leads through the sales funnel, and track leads conversion. Their technical & support team is always ready to assist whenever needed too!

Ahmad Hazri Mohamed Ariz

Multimedia University (MMU)

The web based Second CRM provides a central platform which serves the needs of our sales & marketing teams among various countries. Their support team is very professional with timely responses to our queries.

Mr. Joseph Ong

All Measure Technology

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