Category: CRM Advice & Guides

Maintaining meaningful connections with customers is paramount, especially for small and medium-sized businesses. This necessitates the adoption of effective customer relationship management (CRM) strategies, particularly in an era defined by digital transformation and evolving consumer expectations. In this guide, we’ll explore how small and medium-sized businesses (SMBs) can leverage Microsoft Dynamics 365 CRM, with a focus on practical insights and actionable advice provided by Monpellier, an experienced partner in tailored CRM solutions. 

Streamlining your organisation’s sales process not only makes the day-to-day activities of your sales team easier but allows for their time to be utilised in other, more productive, areas. CRM (Customer Relationship Management) tools enable teams to track sales leads, maintain strong customer relationships and create sustainable growth for your business.  

Businesses must implement clever techniques and make use of cutting-edge tools to maximise their marketing efforts and stay ahead of the competition. With CRM solutions, organisations can organise marketing initiatives, enhance client engagement, and save time. One such solution is Sage CRM which provides targeted campaigns to ensure a higher return on your investment. 

Extended periods of rapid growth can be positive, however, whilst these periods are exciting, they can also create a whole host of new challenges. In this article we will delve into 5 common IT challenges that fast-growing businesses face, and how they can be solved with the help of a trusted provider. 

With outstanding productivity enhancements, the new version of Sage 200c is there to improve financial management, making time-consuming tasks even easier to manage. Through integration with Office 365, Sage 200c users can now access data and work securely via the cloud, regardless of their location. Powered by Office 365, Sage 200c offers greater storage and […]

If you’re reading this blog, it’s likely that you are starting to consider investing in accounting software, but you’re not sure which is best for you. This post is going to focus on Pegasus and Sage, comparing the benefits of both, hopefully resulting in you being one step closer to making your decision (something we […]

Leading the way for business software Pegasus is the leading provider of financial and business software for small and medium sized organisations in the UK. Pegasus are an aware winning supplier of accounting and payroll software solutions, with over 30 years in the industry who have also just been nominated for two awards this year […]

After working with accounts departments for over 15 years Monpellier know that every second is vital. The workload is often heavy and staff have to juggle multiple tasks at once, especially around month end and the end of the tax year.   Everyone will have their own tips and tricks for managing busy periods and […]

Stay Organised – CRM Advice Customer Relationship Management systems or CRM as they are more commonly known can be game changing when it comes to everyday processes. However, they can also be the cause of great stress and aggravation.   When used regularly and kept up to date CRM transforms businesses by increasing revenue and […]

What are the options? So you’ve heard that there is a system that can improve your business processes, help manage cash flow and allow you to make better informed decision in order to grow your company. That’s great news but with so many systems how do you know which one to choose?   As a […]