Posts Tagged ‘crm’
An A to Z Forex CRM Glossary
A Account Management: Refers to the management of detailed information about individual customer accounts, usually to understand and serve them better. Automation: The process of using software or technology to perform tasks automatically rather than manually, often seen in CRMs for repetitive tasks like emails and reminders. Analytics: Tools or functionalities within a CRM that help interpret and…
Read MoreClient Segmentation and Your CRM: Optimizing Forex Broker Success
In the highly competitive world of Forex trading, brokers face numerous challenges in acquiring and retaining clients, making client segmentation and your CRM one of the crucial elements of a successful brokerage. With the ever-increasing demands of the market, it has become crucial for Forex brokers to utilize practical tools and strategies to enhance their…
Read MoreEssential Payment Processor Features for Forex Brokers
In the fast-paced world of Forex trading, efficient and reliable payment processing is a crucial element for success. Forex brokers rely on payment processors to facilitate smooth transactions, ensuring quick and secure deposits and withdrawals for their clients. Attracting new clients and FTDs has become expensive as marketing and acquisition costs have soared over the…
Read MoreVoIP For Brokers – Benefits And Solutions
Voice over Internet Protocol (VoIP) has revolutionized how businesses communicate, and brokers are no exception. With VoIP, brokers can make and receive calls using their internet connection rather than traditional phone lines. This technology has many advantages over traditional phone systems, including cost savings, flexibility, and scalability. In this article, we’ll explore how VoIP can…
Read MoreForex CRM – How to choose the best solution
Are you looking for a highly efficient forex CRM solution? Yoonit from Plugit Apps is the standard other systems are judged against! An efficient Forex CRM lies at the heart of your brokerage operations and is a must-have system for managing your leads and clients correctly. Without a solid customer relationship management solution, onboarding new…
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