Tag Archives: Software

How to Grow Your Financial Services Sales Through a CRM Software

Dan Sincavage — July 5, 2017 Follow @dansincavage — July 5, 2017 For many clients, the financial services industry is deeply personal. After all, clients entrust financial advisors, investment firms, and banks to safeguard or grow their money. Whether that money is slated for the down payment on a home, a child’s college education, or … Continue reading How to Grow Your Financial Services Sales Through a CRM Software

3 Business Trends To Consider When Choosing Cloud Accounting Software

Juan Martinez — June 7, 2017 — June 7, 2017 If your small to midsize business (SMB) is in the process of selecting a cloud accounting solution, then there are three important trends you’ll want to inquire about when speaking to vendors. First, you’ll want to know if the software you’re browsing utilizes machine learning … Continue reading 3 Business Trends To Consider When Choosing Cloud Accounting Software

The Time-Saving Capabilities of Lead Distribution Software

Matt Goldman — June 1, 2017 Follow @TheOriginalBull— June 1, 2017 Well managed leads are the best starting point towards your business’s growth; and even minor slips in their handling can easily spell the difference between losing and gaining a new customer. Since its introduction to the sales pipeline, the automated distribution process has completely … Continue reading The Time-Saving Capabilities of Lead Distribution Software

When You Should and Shouldn’t Choose Free Business Software

Victor Iryniuk — May 30, 2017 Follow @iryniuk— May 30, 2017 So you’ve decided to open your own little business. No matter which one that is, you’ll end up managing finances, projects, clients, and co-workers. Thankfully, today there’s almost an unlimited supply of tools and services that can help you with all of that. However, … Continue reading When You Should and Shouldn’t Choose Free Business Software

4 Ways Service Businesses Can Benefit From Point-of-Sale Software

Sarah Jordan — March 31, 2017 Follow @http://www.twitter.com/sarahmcjordan— March 31, 2017 Point-of-sale (POS) systems have all you need to run and grow a business. But many POS solutions are tailored specifically for retail-based businesses. So, what’s a service-based business to do? With a point-of-sale solution that’s built with the flexibility, simplicity, and power in mind … Continue reading 4 Ways Service Businesses Can Benefit From Point-of-Sale Software

3 Robust Alternatives to Microsoft Project Management Software

Rotem Gal — March 27, 2017 Follow @gal_rotem— March 27, 2017 While project management is being sought after by organizations to better carry out their projects and meet goals in a timely manner, recent statistics reveal that project management is failing. Nearly half of all traditional software projects are not delivered on time and exceed … Continue reading 3 Robust Alternatives to Microsoft Project Management Software