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Tag: CRM

CRM: Customer Relationship Management. A system used to manage interactions with current and potential customers. Helps businesses organize, automate, and synchronize sales, marketing, and customer service efforts to improve customer satisfaction and loyalty.

  • Beyond the Binder: Revolutionising Your Board Pack Process

    Beyond the Binder: Revolutionising Your Board Pack Process

    As a Chief Financial Officer, the monthly board pack is your report card. So why does preparing it feel like a punishment? It is the primary vehicle for communicating financial health and strategic progress. Yet, for many finance teams, compiling this comprehensive document remains an incredibly time-consuming, manual, and stressful process. It’s known as the

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