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I’ve seen many hideous sights since I’ve been working in consultancy. But the worst – so bad, in fact, that I even hesitate to commit it to writing, are the businesses drowning in spreadsheets. And, believe me, there are way too many of them out...

By Tanja Mitchell, Sales Operations Consultant You may have seen the marketing material and sales literature declaring that introducing Salesforce as your CRM will increase sales growth by up to 10% (source: salesforce.com). In my experience, this can absolutely be a reality. What many businesses signing...

A wide range of external forces are rapidly transforming the world of insurance, be that new technology, heightened customer expectations or changing regulation and compliance rules. You might not be able to control these, but you can control how you respond to them – and...

Salesforce World Tour is taking place in London this Thursday, May 23rd. Tim Chisnall, our Commercial Director, a veteran when it comes to Salesforce, has provided his Top Ten Tips to help manage your day and maximise your time at the event. Make sure that...

By Tim Chisnall, Commercial Director I’ve seen many hideous sights since I’ve been working in consultancy. Office parties are often the most upsetting. Or possibly the mornings after the office parties. (Who knew anyone could do so much damage with a stapler?) But the worst –...

I know, I know. Everyone’s saying you need “to put your customers at the heart of your business”. Sounds good, right? I mean, who doesn’t want to put their customers first? (Low-cost airlines, look away now.) And everyone’s telling you a CRM system is the way...

It’s a sad truth that most insurance brokers are still living in the last century when it comes to technology – and are therefore taking big risks with their businesses.   Many may have just about got their heads around the likes of email, online filing of compliance documents and IT-based accounting systems. But when it comes...