What is CRM Helpdesk Software? Image Source CRM helpdesk software is a simple tool that allows your business to increase its customer retention rate by providing top class service to them. Companies that have used a CRM helpdesk have reported a very high increase in...
What is a Self-Service Portal? A self-service portal is a collection of self-help methods or options available for customers that they can access in a company’s website. A customer portal service involves options that allow clients to solve their own issues through...
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...
Even if you haven’t used a CRM before, you might have heard the term echoing through the industry. In the starting days of any business, managing data like customer info isn’t’ difficult. As your business goes and when you get more customers and adds up people...
