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Blogs from the team

Our team of experts shares their latest thoughts, passions and experiences related to the ever-changing world of CRM, Marketing Automation, Digital Marketing, Customer Engagement technology, Microsoft Dynamics and beyond!




The HNWI Challenge for Offshore Wealth Managers

Excellent client advisory management and client business development means a very different thing when it comes to the new generation of HNWIs. It may seem...

Ben Revill
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25th April 2017

The big ROI question: counting the cost of a Private Equity CRM solution

How long will it take to get a return on investment when you buy a digital relationship management solution? When we talk to Private Equity...

Blog
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15th March 2017

What does customer-centric really mean?

Are you meeting your customers expectations? It’s a phrase that’s been round the block a few times, been born, died and resurrected and still no-one...

Natalie Edwards
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4th March 2017

Customer Centricity & CRM

When you just want to grab a sandwich, Michelin-starred service isn’t good enough In lots of life situations, the most desired level of service is...

Natalie Edwards
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10th February 2017

Does Brexit get you off the hook with GDPR?

Are you thinking ahead about General Data Protection Regulation (GDPR) compliance? Or have you heaved a sigh of relief, on hearing that it’s a piece...

Natalie Edwards
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1st February 2017

It’s time to audit your customer data handling for GDPR compliance

The upcoming General Data Protection Regulation (GDPR) legislation has implications for any organisation that works in the EU, has EU customers or holds data on...

Ben Revill
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1st February 2017

Adopting a CRM system: The key is Microsoft Dynamics 365

  Adopting a CRM system Adopting a CRM system sounds daunting to many in business, not least the end users. The success of any CRM...

Julien Davies
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17th January 2017

What’s in a name? For CRM, read Dynamics 365

Doesn’t CRM matter anymore? Here at Touchstone CRM, we did a double take when we saw the early announcements of Microsoft’s new platform. Our business...

Natalie Edwards
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7th December 2016

Microsoft Dynamics 365 is here – so what?

  Microsoft Dynamics 365! Have you caught the hype around this Novembers launch? Microsoft has unveiled what it calls “the next generation of intelligent business...

Julien Davies
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6th December 2016

Sinking in Digital Marketing Intelligence?

“There is too much information: There needs to be a mechanism which identifies actionable items from the mass of digital data. The goal needs to...

Julien Davies
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8th November 2016

Microsoft Dynamics 365 Combines CRM & ERP

  Microsoft Dynamics 365 brings together the best of Microsoft Dynamics CRM & ERP into one cloud service with specific, purpose built, apps for each...

Peter Cutts
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18th October 2016

Microsoft Dynamics CRM pricing

How much does CRM cost ? CRM costs money. And most organisations aren’t a bottomless pit of funds. It’s obvious that you need to budget...

Alain Teboul
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10th October 2016

Mind the Gap: The degradation of CRM

    Not all the press about CRM projects has been positive. Tales of failed projects exist, but for many more projects, the challenge is...

Jeremy Ward
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9th September 2016

CRM is dead?

  CRM is alive in 2016. But there’s an old and a new way to look at it Marketing guru Seth Godin announced in 2006...

Natalie Edwards
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2nd September 2016

CRM for Professional Services Businesses: Efficiency, Automation & Synchronisation

  Professional Services Businesses are always asking... 'Where should we be managing the core of our customer-related processes? ‘From our ERP system?’.....‘an industry-specific solution?’…or the...

Leigh Odell
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19th August 2016

Marketing Automation (Part 1): More than just E-mail Marketing

7 factors to consider with Marketing Automation Marketing Automation, it's fast becoming a key factor to any modern business strategy. By streamlining, automating, and measuring your...

General
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26th July 2016

Marketing Automation (Part 2): Making your Marketing Process more efficient

  Continuing on from my last blog Marketing Automation Part 1... 4)  Targeted & valuable customer engagement Marketers try to influence at various stages of...

Nick Birch
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15th July 2016

CRM User Adoption Failure – Symptom or Cause?

  We all like successful projects and rightly take satisfaction from the adoption of new technology into the business. Sometimes, though, they don’t quite work...

Jeremy Ward
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1st July 2016

Are robots taking over the world?

  Robo-advisors are only a threat to Wealth Management if you ignore the demand Ever more intelligent devices are entering our lives on every side,...

Ben Revill
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1st July 2016

The wisdom of the crowd

  Why social media matters in digital marketing strategy We tend to think of B2B buyers as more systematic, objective and rigorous in their decision-making...

Natalie Edwards
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25th June 2016
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