by Juli Forrest | Apr 20, 2026
In many cases, you do not need a CRM straight away. You need a better follow up process first. When leads go cold, quotes do not get chased, customer conversations sit in too many places, and nobody knows what should happen next, the real problem is usually not...
by Juli Forrest | Apr 20, 2026
Do you need a CRM, or do you just need better follow up? Many businesses do not need a CRM straight away. They need a better follow up process first. When leads are being forgotten, quotes are not being chased, and customer conversations are scattered across email,...
by Juli Forrest | Apr 2, 2026
Case Study Improving processes and understanding the data Summary ConnXess, has improved the systems and processes that supported the back office functions of FIS Loveday Ltd. Through a bespoke programme of business support, ConnXess has not only saved time and money...
by Juli Forrest | Apr 2, 2026
Case Study Freeing up time to focus on revenue generating activities Summary ConnXess, has significantly transformed the professional life of Ian Preston and IJP Consultancy. In his pursuit of efficiency, Ian considered outsourcing certain tasks to strike a balance...
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