Tag

#Sales Operations

3articles

Thailand Forex CRM Playbook: Build IB Networks & Local Desks Without Breaking Your Data

A practical checklist for choosing and running a forex CRM in Thailand—covering IB hierarchies, local sales desks, Thai/English workflows, permissions, and reporting without duplicate records.

July 21, 20266 min68

Marta Stepankova

From WhatsApp Chat to Funded Trading Account: A Practical Playbook for Pakistan Brokers

Build a WhatsApp-first lead workflow for Pakistan: smart CRM routing, defensible consent, and reliable chat-to-account linking that scales sales and compliance.

July 20, 202614 min143

Aisha Rahman

From Lead to Loyal Trader: A Broker’s Blueprint for Full Lifecycle Automation

A practical automation blueprint for forex brokers to convert more leads, streamline KYC, improve deposits, drive trading activity, and retain clients—without breaking compliance.

March 11, 202615 min3,589

Rajiv Patel