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CRM Workspace & Tools

Welcome to The Workspace. In this area, TouchstoneCRM have developed informative tools and useful takeaways that will help you understand where your business can further develop.

CRM Healthcheck

Our CRM Healthcheck is a unique model that helps you determine the strengths and weaknesses of your organisation in five areas in order to assist you in improving certain areas of your business where your weaknesses lie. Click here to learn more.

 

The Business Guide to CRM – A complete ‘how to’ for delivering successful CRM

A practical guide and roadmap for professionals looking to kick-start their journey to becoming part a growing number of successful CRM projects.

 

Touchstone CRM Sucess Cycle

Take a look at the TouchstoneCRM Success Cycle. This includes a five-part series of CRM best practice guides, business assessment tools and templates to help you deliver successful CRM.

 

Reaching your Buyers on their Digital Journey

Start your journey with our essential steps to creating a successful integrated, digital campaign strategy.

 

A Thought-Guide for Wealth Management

In this paper, we explore five essential sources of insight your wealth management firm may currently be missing.

 

For further information to help you find the right Intelligent Business Applications for your organisation, contact a member of our team today.

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