There are a few companies out there making forex CRMs and back office tools. Of course, we think CurrentBusiness is the best forex CRM available, but we know different firms have different needs. With that in mind, here’s a list of the things you should look for in a CRM provider.
Forex system emails as marketing emails Your forex back office system likely sends emails to clients whenever certain events occur – for example, when they reach a margin call, someone resets the password for their account, or when important profile information is updated. These types of emails are called transactional emails or system email. Most industries send transactional emails, and they’re usually fairly boring. It’s fine for the emails to be basic, but you shouldn’t discount their importance. This is the final post in our series on email marketing for… read more →
4 kinds of email to increase client activity Email is one of the easiest ways to nurture leads, as we talked about in the first part of our series on forex email marketing. This week, we’re coving how to use email to engage with your existing forex clients to keep them happy with your firm and increase their trading activity. Client retention is essential for forex firms. The ROI on client retention efforts is very high, and keeping existing clients is cheaper than acquiring new ones. Emailing existing clients should… read more →
Features of well-designed forex software G2 Crowd, a business software review company, published its annual State of Software Happiness Report, and it includes some interesting statistics. According to G2’s findings, more than 50% of employees are unhappy at work because of the software tools they use. But employees aren’t just annoyed by the enterprise software they have to use. They’re actually leaving their jobs because of it. In fact, about 13% of employees have quit a job because they had bad software or didn’t have the tools they needed. As we… read more →
HR in the forex industry: Part 3 This is the final part of our series on HR at forex firms. Today, we’re coving how to keep all those employees you’ve hired working for you for years to come. If you missed part one or part two, go check them out now. Hiring new employees is expensive and takes time. The best way to save money when it comes to HR is to retain the employees you have. Once your forex firm is fully staffed, you have to make sure you’ve… read more →
