How to go about securing the best return for your investment in Canada.
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Best robo-advisors in Canada for 2025 Feb 14th
Investing is a bit like renovating your home. The cheapest way is to do it yourself, with a Canadian online broker. Of course, the result will depend on your know-how and skills, and it will consume a lot of your time. Conversely, you can outsource the job to a master contractor and not lift a finge.... More »
Stock futures open little changed as traders await Nvidia earnings: Live updates - CNBC Nov 17th
Stock futures open little changed as traders await Nvidia earnings: Live updates CNBCNvidia, Walmart, Deere, Target, Snowflake, and More Stocks to Watch This Week Barron'sNvidia results will rock markets TheStreetStock rally stumbles with Nvidia earnings on tap: What.... More »
Wealthsimple Co-Founder and CEO Michael Katchen on Simplifying Finance Services Oct 3rd
As a changemaker in Canada’s financial services sector, Wealthsimple entered the arena in 2014 as a digital investment platform. Today, it has evolved tremendously into a company modernising the user experience with one overarching goal in mind—money, simplified.
“We offer core servic.... More »
Pandemic financial habits that are worth keeping when this is all over + MORE May 4th
From carefully monitoring your cash flow to building emergency funds, new ways of managing your money will be crucial going forward..... More »
Why You Should Make ‘Career Cushioning’ Part of Your Job This Year + MORE Feb 1st
Have you ever casually browsed job boards, just to see what’s out there? Taken a recruiter’s call, even though you’re not sure you want to leave your current role anytime soon? Started a side hustle because it never hurts to have a Plan B? Congratulations, you were “career cushioning”—wh.... More »
Eyes on the Prize: 5 Questions to Ask When Designing Your Perfect CRM Strategy
– investitwisely.com
Understanding the customer is key to meeting their needs and boosting your business’ revenue. More and more businesses are coming to realize this. That’s why the customer relationship management software market is expected to reach $48.4 billion by 2020. It is already regarded the world’s biggest software market and it is showing no sign of slowing down. Investing in CRM is vital for any operation. However, before you begin to worry about choosing software and reading CRM metrics, you need to have a strategy in place.Here are five questions you need to ask to ensure you get a return on your investment.
1. Which business processes do you want to improve?
CRM implementation should be tied to a specific outcome so think long and hard about what your organization needs to do better. Many businesses want to improve efficiency and eliminate repetitive manual tasks. You may want to send automated emails to customers in response to specific situations and free up your staff to work on tasks which really require human input…
