Hosted Exchange is a full featured Microsoft Exchange solution hosted on a secure web server that can be accessible from any location and any internet enabled device. There are a number of advantages of using Hosted Exchange vs running your own Private Server: Ease of Deployment Exchange accounts can be immediately activated on the...
Continue reading
Have you ever wanted to compose an email, then leave your computer unattended and have it automatically sent later? Did you ever wished to be the first to say Happy Birthday to someone, without having to wait until midnight to write the email? If the answer is yes, the Outlook email scheduler is for...
Continue reading
For many advisers, choosing a specific customer relationship management technology can be a challenge. There are hundreds of CRM systems, and more than a dozen are focused specifically on financial planning practices. So where do you start? While it can be tempting to choose a CRM system based on the cost and list of...
Continue reading
Here are a few tips we are sharing with our clients about keeping their CRM instances safe and secure. This is mostly targeted at organizations that are currently using Salesforce’s platform. We can broadly break up this topic into two areas: Physical Security Machine Access – If you or your staff operate in a...
Continue reading