“I'm a first-year investment banking analyst at a boutique investment bank. There are only a few analysts in the department. Basically, we support all the deals of all the senior bankers. As analysts, we are asked to provide timesheet hours you spend on projects and your projection for next week.
Filed under project management, crm tool, workflow, tasks, workflow
To effectively submit all requests and questions to the Cool Life Support Team, begin with selecting the "Client Portal" and enter your credentials.
Filed under portal, request help, service, billing management
The opportunity for carrying an exceptional product that will grow your relationship with your customer. You sell, we deliver and be confident we will become your greatest product.
Filed under developing a strong sales network to deliver a reliable and dynamic CRM and website
If your company has a sales team calling on prospects, they should be utilizing some form of customer relationship software.
Data consolidation is critical for success as businesses technologies constantly evolve in order to realize the additional revenue opportunities that exist within your data but are not currently visible. A strategy must be focused on your current needs, future plans, and the business processes you’re accustomed to all while avoiding non-integrated applications.
Filed under data, business, processes, system, crm, consolidation, infrastructure, applications, cloud, technologies, cool life crm, systems
Here are just a few benefits that come along with creating a usable website for your small business. Let me know why you think it is (or isn’t) important for a SMB to have a website in 2016
1. You stop being invisible.
2. You help control your rankings.
3. You create another sales tool.
4. You build authority.
5. You build an email list.
Filed under website, email list, menu, online ordering, seo