by InvestGlass | Oct 20, 2021 | Blog
How a KYC risk rating can help your company? If you’re working in the financial business you obviously know what KYC means KYC means Know Your Customer. This is an important process that allows financial institutions and any business to verify the reputation of...
by InvestGlass | Aug 6, 2021 | Blog
If you are looking for a healthcare CRM that is easy to use and can make your business more efficient, then this article is for you. This particular guide has been written with the beginner in mind and we hope that it will help those who are new or struggling when it...
by InvestGlass | Jul 22, 2021 | Blog
It is important to create professional invoice templates for your business so that you can make a sale. In this blog post, we will go over six steps on how to create an invoice that is both easy and affordable! An invoice is a document that records an organization’s...
by InvestGlass | Jul 8, 2021 | Blog
Millennials are at the forefront of marketing and advertising. They’re easy to understand, they have high purchasing power, and they’re tech-savvy. But there’s a new generation on the horizon: Generation Z, the generation born after 1995. This new...
by InvestGlass | Jul 5, 2021 | Blog
It’s a slow July ? It’s to refresh your CRM and choose a simple CRM to build your customer life cycle. The three stages of the customer life cycle are : 1. Customer acquisition stage The beginning of the life cycle; a customer enters into contact...
