At Valenta we perform a considerable amount of consulting around CRM. Two CRM platforms that we are consistently recommending to clients, and implementing, include Salesforce and Zoho. We make our recommendations after mapping what a...Read More
Making a decision about a consultant for CRM at an SMB Involves many factors. Implementing a CRM is one of the most important things an SMB can do to improve their business. It goes without...Read More
RPA projects at large enterprises can be very expensive. RPA projects in SMBs can be done cost effectively using an MSP and engaging a month-to-month service. Regardless of the business model … we believe strongly...Read More
How do CRM implementations fail? There are many reasons why CRM projects can fail. Implementing CRM for the first time, or doing a CRM migration, are important jobs and ones that come with many different...Read More
What Makes for a Successful CRM Implementation? In this blog we are going to discuss some of the steps organizations can take to have a successful CRM implementation. We will provide a list of 7...Read More
Why does a business need a digital transformation consultant? There are many reasons why businesses, especially SMBs, need digital transformation consultants. Forrester recently stated that for every $1 spent on RPA (a primary component to...Read More
This question comes in two parts; first you need to answer when to use RPA in a business, secondly you must answer when and why should a business implement rpa and seek out guidance and...Read More
When it comes to having the best CRM platform, it’s always about achieving the highest value for your business. Consumers always want more for less, so your business needs to make sure that it’s getting...Read More
Xero is the most exciting and simple accounting software that is designed in conjunction with thousands of small and medium-sized business owners to determine what they need and expect in a modern accounting system.Read More
We have also designed an online portal to make it efficient for brokers to collect documents from clients. A good collaboration between a mortgage broker and a loan processor can see a mortgage broking business...Read More