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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 Chief Financial Officer, preparing the monthly or quarterly board pack is one of your most critical responsibilities. It’s the primary vehicle for communicating financial health, operational performance, and strategic progress to your board of directors, enabling informed governance and decision-making. Yet, for many finance teams, compiling this comprehensive document remains an incredibly time-consuming, often…

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