Why document management is critical for small business growth

Byline: Scott Crosby, CEO, Upstream The merit in going paperless for small and medium businesses (SMBs) is clear: digitally stored documents, information, and files save businesses time, money, and resources. SMBs are increasingly taking up document management technology to better manage their finances, customer data, and employee details, leaving behind the physical paperwork proven to hold… Continue reading Why document management is critical for small business growth

How CRM contributes to exceptional customer service

CRM is often misunderstood as for salespeople or front line staff who take orders. Increasingly though, ensuring that prospects and customers receive excellent service can no longer be thought of as simply the job of front line staff – it’s everyone’s responsibility and needs to be seen as a company-wide endeavour.

Damage control: What to do if your business data disappears

Any business that loses customer records, financial data or even a day’s worth of orders will experience some degree of productivity loss and may also face potential non-compliance penalties, missed sales opportunities, damage to reputation, and weakened customer confidence. Here’s how to protect your business.

Using predictive analytics to understand customers: Pros and cons

In a four-part article series, we look at the role data plays in improving your understanding of your business, customers, marketing and interaction strategy. In the fourth and final instalment, we look at the pros and cons of using predictive analytics.

Using business data for lead generation: expert advice

In a four-part article series, we look at the role data plays in improving your understanding of your business, customers, marketing and interaction strategy. Part three looks at using data to replicate ideal customers in your prospect pool.

Using data to get to know your customers better

In this four-part article series, we look at the role data plays in improving your understanding of your business, customers, marketing and interaction strategy. Part two looks at using the patterns and trends in data to get to know your customers better.

Unmasking the business boost hiding in your data

In a four-part article series, we’ll look at the role data plays in improving your understanding of your business, customers, marketing and interaction strategy. Think of it like a first date with your data; you may learn something new or it may be revisiting existing knowledge, but without a first date you won’t get a second.