Cetrix Blog

What are the Benefits of Salesforce for Nonprofit Success?

Stewart Balanchine - Sep 17, 2017 5:40:16 AM

Effective Nonprofit Management

When considering a CRM for your nonprofit business, it is undoubtedly necessary to ensure that the software is as effective at helping you manage your business as it is affordable.

While a nonprofit business has to be run differently than its for-profit counterparts, the pivotal aspects of a successful business are still priorities. These facets include keeping the business organized, accessible, and financially stable.

Topics: Nonprofit

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What Does Predictive Lead Scoring Mean for Your Business?

Stewart Balanchine - Sep 15, 2017 5:23:47 PM

Using intelligence to identify and predict quality leads

The success of any business relies upon one, simple variable: leads. These are those prospects that you’re reaching out to in the hopes that they will visit your site, purchase your product, or even venture into your actual store, but good quality leads are vitally important because they generate revenue which is what keeps your business alive and thriving.

One of the most important factors in keeping your business alive and profitable is to identify leads that are likely to turn into revenue. Additionally, you want to avoid spending too much in the identification process so your ROI is at its maximum. A wildly helpful concept when identifying quality leads is using a predictive scoring tool or process.

Topics: Financial Services- Artificial Intelligence- Predictive Lead Scoring

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What to Look for When Choosing Fundraising Software for Nonprofits

Stewart Balanchine - Sep 8, 2017 11:15:20 AM

Functionality, ease of use and affordability are all key in selecting the right fundraising software

Nonprofits need effective fundraising campaigns to increase donations, diversify support received from existing donors and volunteers or to fundraise from prospects within the organization’s identified target audience.

Geared with the ability to create and customize fundraising campaigns, customer relationship management (CRM) software has become an increasingly popular fundraising tool for nonprofits, to raise donations from individuals, corporate partners, institutions, trusts and foundations.

Topics: Nonprofit

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How CRM for Financial Services Keeps Wealth Managers Competitive

Mark Khabosha - Sep 8, 2017 7:44:27 AM

Digital disruption offers opportunity as well as threats 

In an era of digital disruption, the financial services industry has been transformed.  A study involving more than 50 wealth management firms, revealed that the wave of digital revolution, with startups and digital models of doing business revolutionizing the industry, has left traditional wealth management firms at a crossroads.

Topics: Financial Services- Financial

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Getting the most out of CRM in Banking Industry Businesses

Mark Khabosha - Sep 6, 2017 9:10:15 AM

Why banking businesses need CRM

With so many choices in an ever-evolving market, customers can literally pick-and-choose where they’ll receive their advice, invest their money, take out their loans, and purchase financial products. In order to be ahead in this choice, your financial institution needs to have brand authority in the market that shows the customer that yours is the organization to choose.

Topics: Salesforce for Finance- Financial Services

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Related Blogs

What are the Benefits of Salesforce for Nonprofit Success?
What Does Predictive Lead Scoring Mean for Your Business?
What to Look for When Choosing Fundraising Software for Nonprofits
How CRM for Financial Services Keeps Wealth Managers Competitive
Getting the most out of CRM in Banking Industry Businesses