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Reporting and Data

Reporting to your clients keeps your relationships alive and builds your professional reputation.

Reporting to your clients keeps your relationship alive. Keeping them informed of the work, whatever it might be, you're delivering for them is essential to building trust between you and your reputation as a professional service. Our articles cover topics related to reporting back to clients, gathering data, and sourcing customer opinion.

Using CRM Data to Build Marketing Campaigns

Using CRM Data to Build Marketing Campaigns

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Using CRM Data to Build Marketing Campaigns

Ella Patenall of Tech.co​ explores how SMEs can use CRM data to inform their long-term marketing strategy, including a look at data cleansing, segmentation and personalisation.

A Guide to Data Driven Business Development

A Guide to Data Driven Business Development

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A Guide to Data Driven Business Development

A data driven approach to business development can be highly successful for professional services firms that may have previously relied on face-to-face interactions. Here's how

Using Data to Compete Against Big Businesses

Using Data to Compete Against Big Businesses

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Using Data to Compete Against Big Businesses

It's important to understand how analysing data could help you learn more about your customers and gain an edge over competitors. Tillpoint's Cordy Bartlett explores

A Startup's Guide to Data Protection & GDPR

A Startup's Guide to Data Protection & GDPR

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A Startup's Guide to Data Protection & GDPR

Stuart Cook of data protection services provider Evalian shares his guide to data protection and GDPR for startups, including managing personal data and compliance

The Benefits of Google Data Studio to SMEs

The Benefits of Google Data Studio to SMEs

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The Benefits of Google Data Studio to SMEs

In this article by Cedarwood Digital, Edgars Boitmanis shares his experience of switching to Google Data Studio for client reporting and highlights eight benefits of the tool

Collecting Data for Hyper-Personalized Marketing

Collecting Data for Hyper-Personalized Marketing

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Collecting Data for Hyper-Personalized Marketing

Jason Lark of Celerity shares his tips on how to collect the right types of data for your SME's marketing campaigns

The SME Guide to Optimising Transparency

The SME Guide to Optimising Transparency

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The SME Guide to Optimising Transparency

In this detailed guide, KJ Dearie of Termly explores how SMEs can promote transparency through their data collection and marketing practices

Managing Password Protection & Cyber-Stress

Managing Password Protection & Cyber-Stress

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Managing Password Protection & Cyber-Stress

Many SMEs struggle with effective password management and cyber-stress. Ian Pitt of LogMeIn explains how technology can relieve the burden

GDPR: How to Rectify Non-Compliance

GDPR: How to Rectify Non-Compliance

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GDPR: How to Rectify Non-Compliance

Many SMEs are still unsure if they are 100 per cent compliant with the GDPR. Adam Prince shares three changes to make within your business if you suspect non-compliance

How to Improve Your Company Credit Score

How to Improve Your Company Credit Score

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How to Improve Your Company Credit Score

Credit scores are one of the most telling reflections of your business' financial health. We look at how to improve your credit score and the influence it can have on finance applications

How Facial Recognition Technology Can Help SMEs

How Facial Recognition Technology Can Help SMEs

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How Facial Recognition Technology Can Help SMEs

Identity verification is a vital part of many businesses' customer checks. Rhys David examines how facial recognition technology can help save time and resources

Protecting Your Business from a Data Breach

Protecting Your Business from a Data Breach

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Protecting Your Business from a Data Breach

From educating your staff about phishing emails to protecting your local network, here are some important cyber security measures for small businesses

The Late Starters’ Guide to GDPR for SMEs

The Late Starters’ Guide to GDPR for SMEs

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The Late Starters’ Guide to GDPR for SMEs

With changes to GDPR due in May, some firms are concerned about their readiness. Here's our guide to preparing your business for the new regulations

Interacting With Your Clients Both New and Old

Interacting With Your Clients Both New and Old

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Interacting With Your Clients Both New and Old

Should client interaction be based on their regular custom or should all customers be treated equally?

Top Tips on Customer Care

Top Tips on Customer Care

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Top Tips on Customer Care

Knowing how to make and keep your customers happy is crucial to the success of any business, large or small. Here are our top tips...

Pros and Cons of a Business Report

Pros and Cons of a Business Report

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Pros and Cons of a Business Report

What are the Pros and Cons of a Business Report? And is it the best way of communicating information?