How to Manage Data Integrity using Maximizer CRM

Reading Time: 2min19s Effective and efficient CRM is not a pipedream, it is easily attainable when you understand what you need to get right on the platform so that the system can do the right things for you and the business. There are a number of elements that make up an effective and efficient CRM platform, one of which is data integrity. ‘Dirty’ data creates multiple headaches for the different departments in a business, from marketing to customer service, team members are left feeling embarrassed and frustrated.

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Client profiling for profit within professional services firms

Just how well do you know your clients? Not just the standard stuff required to comply with Know Your Client (KYC) or Anti Money Laundering (AML) legislation. Could you describe your clients? Could you describe them in terms that might help you to find more clients? The answers to these questions lie at the heart of client profiling. The ability to describe an “ideal client” is at the heart of marketing best practice.

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