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CRM

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The CRM System: 4 Reasons Why it’s Your Most Valuable App!

Client Relationship Management (CRM) is a concept for managing all your business relationships and interaction with your clients and potential clients, leading to improvements in Customer Service and Customer Experience. A CRM Application allows you to focus on your company’s business relationships and the people who are involved: suppliers, clients, cases, service users or colleagues [...]

By | August 7th, 2017|CRM|0 Comments

Will Regulations Creep In To Other Business Sectors?

The Market in Financial Instrument Directive (MiFID) was originally designed to create an EU financial market with harmonised regulation for investment services. MiFiD’s main objectives are to increase competition and offer consumer protection in the investment services markets. MiFID was amended in 2014 and will come in to effect in 2018. Irrespective of Brexit, the UK’s own [...]

By | June 15th, 2017|CRM|0 Comments

OneView For Your Practice

OneView is a compelling 3-in-1 solution for Accountants to significantly improve business processes. It combines the efficiency of a Document Management System with the practicalities of Customer Relationship Management and the security of a Client Web Portal. Document Management (DMS) The all new DMS really is an exciting release as it includes a number of [...]

By | February 4th, 2016|CRM|0 Comments

Docusoft Product Suite

The Docusoft Product Suite provides a powerful and secure environment to manage and view all documents, wherever they reside, and all contact data, with extended functionality for internal workflows, document handling, document import, document splitting, external document delivery, document security, access controls, and so much more. Document Management System (DMS) The DMS is our core [...]

By | April 16th, 2015|CRM|0 Comments

What is CRM? And why should I use one?

What is CRM? And why should I use one? Customer Relationship Management (CRM) refers to practices, strategies and technologies that companies use to manage and analyse customer interactions and data throughout the customer life-cycle. The goal is to enhance business relationships with customers and improve customer retention while driving sales growth. Most CRM solutions are designed to [...]

By | April 10th, 2015|CRM|0 Comments

Docusoft – Client Relationship Management

Docusoft already provide an extremely effective Document Management System (DMS) to manage all client related documents in a single, secure environment.  The Docusoft CRM adds significant value to the DMS by providing a comprehensive and integrated solution to manage client/contact data, tasks, templates, and mail merges. The CRM is a powerful system designed to manage [...]

By | July 25th, 2014|CRM|0 Comments