Blog
Top Ten Uses for an Integrated CRM Dialer
The Integrated CRM Dialer from Client Instant Access has a wide variety of uses across scores of industries. Here are some of the best uses. 10. Travel Agencies: Travel agents can use a CRM Dialer to communicate with large client lists about different kinds of deals...
Sell-side Capital Markets: Preparing for MiFID II
Recently, the European Commission revised legislation that regulates firms who provide services to clients linked to financial instruments, including shares, bonds, and derivatives. Known as Markets in Financial Instruments Directive 2 (MiFID 2), the regulations...
Client Instant Access To Attend Salesforce World Tour New York
Join Client Instant Access @ Javits Center next Thursday, December 15th for an exciting day! Learn more about Client Instant Access Products and how they can boost your salesforce experience. Experience New Products Up Close: Learn more about the latest Salesforce...
Introducing the Candi Sidebar App – How Sweet it is!
Connecting with clients through Salesforce has never been easier or more efficient Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data, and to analyze customer activity. But its...