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.
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 →
CRMs help you convert leads and retain clients. They can track data to give you insights into where your leads are coming from, the time it takes for a lead to make it through the sales funnel, and what qualifies a lead. A CRM with the right data and tools can help you convert more leads by identifying the best ROI for marketing and highlighting problems in your sales funnel. When you use your FX CRM to its full potential, it can help you turn leads into active traders. Lead… read more →
The top 3 ways to save time and increase productivity There are a lot of ways that inefficiency can cost your forex brokerage time and money. If you don’t have the right tools and systems in place, then employees can end up duplicating each other’s work, which wastes time and, ultimately, cuts into your firm’s profits. Based on our time in the forex industry and the requests we’ve had from clients, we have a list of three problems that lead to wasted time and inefficiency at forex brokerages. We also… read more →
7 Tips for Brokerage Firms Forex Client Retention With forex traders demanding tighter spreads and lower fees, it’s essential for your forex brokerage to be as efficient as possible. It can cost up to seven times as much money to attract a new client as it does to retain an existing client, so focusing on client retention is one way to increase your brokerage’s efficiency. If you’re looking to save money by keeping your existing forex clients, try these client retention strategies. 1. Talk about Forex success stories Keep traders… read more →