Sugar has vastly improved the Call Module to allow users the ability to set up more complex call cycles but it is not immediately obvious how to do this. An example is to create a call cycle where you call a client on the first Monday of every second month, you can now do this with the call cycles.
With dozens of CRM and marketing automation platforms available, how do you choose the right one? This guide compares the four leading platforms we implement for New Zealand businesses and explains why having the right implementation partner matters more than the software itself.
Full article...Digital transformation is the process of using technology to fundamentally improve how your business operates and delivers value to customers. For New Zealand SMEs, this typically means moving from disconnected, manual processes to integrated digital systems that work together.
Full article...Whether you're an Auckland distributor looking to streamline sales, a Christchurch manufacturer wanting better customer visibility, or a Wellington services firm ready to scale - we'll explain exactly what CRM and marketing automation do, how they differ, and how to choose the right solution for your business.
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