Integrating a CRM with invoicing and accounting allows you to connect the sales department with the tax and financial departments, generating traceability and control from the first contact with the customer to the final bank reconciliation. In this article, you'll learn...
Introduction In professional services firms, client relationships are at the heart of the business. Unlike product-based firms, here, trust, reputation, and personalized service make the difference. However, many firms...
In an increasingly digital business world, CFOs and finance directors need visibility not only into financial figures, but also into customer relationships and the business cycle. This is where CRM integration with...
A CRM (Customer Relationship Management) is a tool that centralizes all customer and prospect information to improve sales, marketing, and customer service. Its main objective is to manage customer relationships...
