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The Benefits of A Modern CRM for Financial Services

Kustomer

For financial services organizations in particular, building trust with customers and providing them with human-first customer service makes a significant impact in garnering loyalty and repeated use of products and services. What Are the Benefits of Switching to a Modern CRM for Financial Services?

CRM 98
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7 Tips to Manage Customer Expectations

NICE inContact

Today’s customers are digitally savvy, more demanding and expect instant service. Contact centers face a constant challenge in managing customer expectations. . Here are some key customer expectations and some tips towards managing them . Win your customers through some of the tips outlined above.

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article thumbnail

The Benefits of A Modern CRM for Financial Services

Kustomer

For financial services organizations in particular, building trust with customers and providing them with human-first customer service makes a significant impact in garnering loyalty and repeated use of products and services. What Are the Benefits of Switching to a Modern CRM for Financial Services?

CRM 88
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How to make the most of your CRM and customer experience

Method:CRM

You’ve gathered all the customer information you can dream of through your CRM system, but now what? How do you make sense of the CRM and customer experience data you’ve worked so hard to collect? Read on to learn more about how you can use your CRM and customer experience data to its fullest potential.

CRM 93
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Introducing CRM Powered Proactive Messaging

Kustomer

Kustomer is proud to announce CRM Powered Proactive Messaging is now generally available! This means, we now offer the ability to use updates on custom objects (e.g. Now a customer’s product change can automagically inform them about changes in their order status, such as delivery notifications. Why is this important?

CRM 52
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Post-sale teams, stop treating your CRM like a Swiss Army knife

ChurnZero

Most recently, we’ve seen leaders question whether they should revert to using their organization’s longstanding incumbent sales tool—the CRM—as an interim solution to their team integration challenges. Treating a CRM as a Swiss Army Knife is both inefficient and reductive to the work of post-sale teams.

CRM 96
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Best Practices and Strategies to Master Call Center Management

InMoment XI

This multifaceted approach is essential for meeting the ever-evolving needs and expectations of today’s customers. With the advent of omnichannel customer experience programs and increasing customer demands, effective call center management has become more challenging and pivotal than ever before.