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A private equity-backed CFO’s guide to crafting a data-infused finance transformation

West Monroe

The first installment of our series explored the pivotal role that private equity-backed chief financial officers play in establishing the groundwork for value creation within the organization. CRM, ERP, WMS). an account in CRM = ship to address in ERP).

Data 52
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Customer Service in CRM: Strengthen Your Business Using CRM Software

CSM Magazine

CRM software is the medium through which you can build connections with your existing customers and prospects in a personalized manner rather than the old and traditional contact management practices. Businesses nowadays can’t ignore the benefits of the Customer Relationship Management (CRM) software altogether.

CRM 52
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The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

West Monroe

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. Banks who are leading in the CRM and tech spaces have spent time defining their strategy and gaining buy-in across their organization.

Banking 49
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Simplified Data Management: A Step-by-Step Guide to Streamlining Your Business Operations

CSM Magazine

This reduces the chances of data breaches, inaccurate reports, and misinformed business decisions, safeguarding the organization’s reputation and financial stability. This roadmap should outline specific steps, targeted initiatives, and any risks or dependencies that may arise.

Data 52
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Leveraging the Power of CRM to Create Extended Loyalty for Your Bank

West Monroe

As financial institutions across the country begin adopting powerful CRM systems, we see a competitive edge come to the surface that didn’t exist 20 years ago. As the banking consumer grows more loyal, they no longer use multiple banks for their various financial services needs.

Banking 40
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Key Remote Support Capability Features To Check Off Your List When Selecting A Visual Engagement Provider

TechSee

While COVID introduced technology laggards to Zoom, bringing instant, live video to the mainstream. Consider your team culture and their technology stack. The barrier between buying great technology and making a real impact is the adoption and deployment of that technology. Internal Adoption. End-User Adoption.

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Why and how 2023 can become the year of Customer Success

ChurnZero

Older research from Fred Reichheld of Bain & Company showed that, in financial services, “a 5% increase in customer retention produces more than a 25% increase in profit.” You wouldn’t expect your sales team to sell without their CRM or your marketers to drive leads at scale without marketing automation. While 83.1%