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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!




UX (User Experience) is just the start. EX marks the spot – Guest blog

We know UX; but valuable wealth management engagements are driven by Emotional Experiences (EX) Technology drove the first customer experience revolution when advances in computer...

Dennis Harhalakis
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8th September 2017

Digital Transformation for ambitious & growing consulting businesses

  According to the consulting.uk industry website, market growth for Management Consultancies is set to continue healthy through 2017/18, with ongoing and increasing demand for...

Julien Davies
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5th September 2017

Not all CRM trials are created equal – 9 crucial questions

Proof of concept. Trial. Test drive. Prototype. Pilot. There are many different terms used for a way to evaluate a CRM software solution before taking...

Blog
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21st August 2017

5 warning signs of a failing Microsoft Dynamics implementation

Is your company’s Microsoft Dynamics CRM in good health or ready for improvement? If you’ve had CRM in place a while without changes, chances are...

Mike Creffield
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4th July 2017

GDPR for Wealth Management – will it cramp your style or boost your growth?

Getting GDPR compliance right for Wealth Management Firms So you’re up to speed with GDPR, what it means for your Wealth Management firm and what...

Blog
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30th June 2017

Planning for GDPR in Wealth Management: how ready are you?

The clock is ticking towards the GDPR deadline a year away. There’s now a real sense of urgency amongst affected organisations: you need to make...

Blog
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13th June 2017

What GDPR means for Wealth Management firms

It’s time to take action on GDPR (General Data Protection Regulation). May 25th 2018 is a date you really need to know. It’s only a...

Blog
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24th May 2017

CRM for Consulting firms: Where’s your data letting you down?

  5 challenges to building a data-driven strategy for Consulting firms Effective opportunity management is key in your consulting business – just as it is...

Julien Davies
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17th May 2017

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
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