BY Linda Rosencrance
PUBLISHED: February 3, 2010
The trend by ISVs to come up with new XRM product releases based on Microsoft Dynamics CRM continues to expand. Here are two new examples.
FRM Solutions is a new software application developed to meet franchisors’ business needs for franchise sales, marketing and advertising, real estate and store development, franchisee administration, and compliance [...]

It’s no secret that for many years now, Pareto Systems has advocated using a regular call rotation with your best clients.
There are a variety of compelling reasons to use this inexpensive and powerful client service strategy.  By calling clients, you convey your proactive approach.  By calling clients when you do not have to share any [...]

By Dan Richards
Recently, I talked to three advisors who have had significant success bringing in new clients this year.
They have different approaches, book sizes, length of time in the business - and are located in three different cities.
Despite this, some consistent themes emerged. Here are three things that came out of our conversations.
You don’t win [...]