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Key questions you need to be asking

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Working with people centred data and finding the right client management software can be challenging. It's a big decision. It takes time, energy and resources and to be honest it can be daunting. We've created this handy online resource, designed to help you identify they key areas you need to think about and the important questions that you need to ask.

Our team of experts are happy to chat anytime and answer any questions you have - no obligation, no hard sell just good honest advice.
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Ease of Use

The system should be easy to navigate and understand, with a user-friendly interface that allows you to quickly find and enter the information you need.
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Integration
The system should be able to integrate with other software and tools that your business uses, such as your CRM and email marketing platforms. 
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Collaboration vs Privacy
The system needs to navigate the intricate terrain of privacy and collaboration allowing the right people to have access to the right information at the right time.
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Reporting & Analytics
The system should provide you with valuable insights and data through detailed reporting and analytics. 
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Security
The system should ensure the protection of your client data with robust security measures.
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Support & Training
The system should come with a reliable support team to assist you with any questions or issues that may arise, as well as training resources to help you and your team get up to speed quickly.
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Scalability
The system should be able to grow with your business, with the ability to handle an increasing number of clients and data.
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