Security concerns vary based on individual responsibilities. Cybersecurity Experts shield data from intrusions and attacks. Compliance Officers ensure data use conforms with State and Federal regulations, and IT Managers focus on ransomware and intrusions that compromise IP from within. Cool Life’s security protocols protect client data at every level. Cool Life’s impenetrable cloud storage servers …
Are you losing sales because salespeople aren’t following up? You might not even know the answer!
Customer Service is our PRIORITY The greatest customer support includes human communication, not AI or phone trees. FAQs and knowledge bases help address most customer needs, but sometimes, they cannot answer everything if you or your users require support and do not want to speak or rely on phone trees and endless AI chat. We …
Financial CRM technology (fintech) is experiencing notable growth in this rapidly evolving financial landscape, making B2B and B2C financial transactions convenient. Business customers in financial M&A, consultancy, and member industry associations, managing dues, subscriptions, and any receivables-based automation require simple onboarding and manageable costs-carrying technologies. Whether it is about today or the future, fintech companies …
Financial CRM technology (fintech) is experiencing notable growth. Read More »
The Value of CRM, Marketing, and VDR in Successful Deal Management In today’s competitive business landscape, customer relationship management (CRM) systems have become indispensable tools for organizations aiming to enhance customer interactions and streamline operations. When combined with effective marketing strategies and a secure document room (VDR), businesses can significantly improve their deal management processes, …
Turn Your Data & Deal Management Costs into Assets. Read More »
In today’s fast-paced digital landscape, businesses constantly seek innovative solutions to streamline operations, enhance productivity, and deliver exceptional customer experiences. One solution that has gained significant traction is the seamless unified technology platform, which integrates various functionalities like transaction processing, project management, CRM marketing, and VDR document storage into a single cohesive system. This convergence …
The Seamless Unified Platform: Revolutionizing Business Operations Read More »
As the name suggests, the purpose of the Federal Trade Commission’s Standards for Safeguarding Customer Information – the Safeguards Rule, for short – is to ensure that entities covered by the Rule maintain safeguards to protect the security of customer information. The Safeguards Rule took effect in 2003, but after public comment, the FTC amended …
FTC Safeguards Rule: What Your Business Needs to Know Read More »
Is email secure for sensitive data? You are not the only one asking this tricky question. Let’s look at telling statistics for 2022 across industries and see the importance of using only a secure solution for sharing confidential business information that has never had a breach: Healthcare organizations worldwide faced 1,463 weekly cyberattacks, a 74% …
Is Email Secure Enough for Your Sensitive Data or documents? Read More »
Cool Life CRM delivers automated marketing, accelerated sales processes, and organizational alignment all at the same time.
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