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Author: Deepali Sarwade

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How Social Media is Helping in Lead Generation

October 27, 2020 Deepali Sarwade CRM Success, Lead Management

The lead generation process starts by finding out where your target market “lives” on the web, said Wayne Davis. These can be merely a few

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Customer Retention Strategies

Customer Retention Strategies That Really Work

October 20, 2020 Deepali Sarwade CRM Features, Customer Management

You are not just another solution provider in the market. But your relationship-building effort and dedication have brought you a vast customer base that believes

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Document Management System

Rising Need For A Reliable Document Management System

September 28, 2020 Deepali Sarwade Document Manager

A good document management system is a critical part of any business. You get all your documents related to the organization archived in one place.

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Financial Security

Keep Your Financial Data Safe Using These Few Tips

September 20, 2020 Deepali Sarwade Document Manager

When it comes to your financial data, you will have to agree that keeping that data wrapping in a file somewhere inside your cupboard is

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Finance Industry

How Technology is Transforming Finance Industry

September 12, 2020 Deepali Sarwade Industry, Product Updates

Digital transformation in the finance industry was merely a movie concept if you reversed back a few years ago. But technology has taken it so

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Lead

Losing Leads? Here Are A Few Tips To Raise Sales

August 12, 2020 Deepali Sarwade Lead Management, Office Management

A strong sales team is undoubtedly the result of your hard work and proficiency. But with everything on your palm, you may still be losing

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Covid-19

9 Tips To Have a Well-Rounded Comeback After COVID-19 Outbreak Situation

August 6, 2020 Deepali Sarwade Industry

The time for businesses is running too tight in the wake of the COVID-19 outbreak. In whichever industry you are working, you must be feeling

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Opportunity

The Journey of a Lead to Opportunity

July 13, 2020 Deepali Sarwade CRM Success, Lead Management

There is no telling how long you will have to run while chasing a lead. Some leads convert easily into an opportunity and then customers,

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SMS & Email Reminder

Why Email and SMS Reminders Are Necessary For Business?

June 28, 2020 Deepali Sarwade CRM Features

It would be in the best of the worlds where all your clients attend all your meetings and that too on time. Yes, but in

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  • Company
    • Career
    • Pricing
    • Channel Partner
    • Contact Us
    • Blog
    • FAQ
    • User Manual
    • Compare
  • Features
    • Account & Contact Management
    • Leads Management
    • Opportunity Management
    • Revenue Forecasting
    • Dynamic Entity Creation
    • Sales Pipeline Visualization
    • Tasks Management
    • Daily Time Sheet
    • Lead Capture Automation
    • Data Import & Export
    • Marketing Campaign Management
    • Email & SMS Reminders
    • Reports & Dashboards
    • Meetings & Calendar
    • Client Portal
    • Estimates & Invoices
    • Knowledge Base
    • Document Manager
  • Industry
    • Insurance
    • Banks & NBFC
    • Business Advisory
    • Real Estate
    • Financial Consultant
    • Travel & Tourism
    • Recruitment Consultant
    • Hospital & Healthcare
    • Auto Dealerships
    • Education
    • E-commerce
    • Consultant
Stay Connected
Follow us on
GoodFirms Badge
Privacy Policy Cookie Policy Terms of Services

© FinCrm Technologies Pvt Ltd. All Rights Reserved