“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
Cool Life CRM is excited to announce a strategic partnership with Honorable Battles Company, LLC to provide corporate sales teams, C-suite insurance executives, and local insurance agencies consumer market insights to enter new markets, expand product offerings, and write ground-breaking new policies that are in tune with the rapid changing economic landscape.
Filed under life, P&E, crm, Honorable Battles, pipeline, projections, sales
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
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
The CRM landscape is turning increasingly challenging for local, hosted, and independently operated CRM providers. The inability to meet the client’s technology needs, lack of flexibility, and the presence of large CRM providers has shaped the extremely competitive climate of this sector.
Filed under CIOReview, crm, cool life systems, salesforce, anylitics, database, cool life crm, financial services crm, mobile crm, websites
As outdated as they may seem, comment cards are still an important standard for businesses in the service industries, especially restaurants. Despite the fact that any business which relies on customer feedback to succeed can benefit from the use of comment cards, their popularity has declined in recent years. Perhaps the increased use of technology such as smartphones and smart devices may be to blame, but the comment card should not be completely eliminated.
Filed under comment cards, customer feedback, crm, data, information