Eliot Partnership: Enhancing Executive Search Efficiency in the Insurance Sector with Salesforce
The Impact Eliot Partnership transformed the way it manages executive search by implementing a customised Salesforce solution that centralises candidate tracking, invoicing, referral management, and global collaboration. With seamless Outlook integration, intuitive data entry via Grid Mate, and automated workflows tailored to business development and follow-up, the firm now operates with greater clarity, speed, and […]
Has your organisation fallen out of love with Salesforce?
Background In today’s commercial world its actually incredibly difficult to find organisations that do not have any form of CRM in place. That said, however, user adoption of CRM platforms remains incredibly low at 26% in 2020. (source AgileCRM) This equates to a mind-blowing 3 out of 4 organisations that are not getting what they want […]