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When To Migrate To An Industry CRM

Forrester's Customer Insights

Industry-specific customer relationship management (CRM) is a hot space these days. Almost every CRM vendor has an industry CRM strategy. Forrester defines Industry CRM as: Cloud […] Forrester defines Industry CRM as: Cloud […]

CRM 28
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The Benefits of A Modern CRM for Financial Services

Kustomer

Anticipating customer needs begins with a customer relationship management (CRM) platform that provides a streamlined, 360-degree view of all customer transactions and interactions. Financial services organizations can leverage a CRM to track customer transaction histories and lifecycle stages.

CRM 98
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CRM Virtual Assistant: Revolutionizing Customer Relationships

Magellan Solutions

The adoption of customer relationship management (CRM) systems in the business world has been a game changer for employees. A CRM virtual assistant (VA) is an extension of the customer service team, which handles routine tasks for clients. The duties of a CRM virtual assistant is not limited to handling customer support.

CRM 95
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A Guide for Every Business in Choosing a CRM

CSM Magazine

When it comes to customer relationship management (CRM), not every industry finds its rhythm with the same beat. The intricate needs of a real estate agent, thriving on a large network to clinch deals, contrast greatly with the contractor’s reliance on a CRM to clock the work hours of their team. The good news?

CRM 40
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How to Overcome the Pain Points of Your CRM

It’s no secret, only 13% of salespeople are satisfied with their CRM. The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey. The result?

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The Benefits of A Modern CRM for Financial Services

Kustomer

Anticipating customer needs begins with a customer relationship management (CRM) platform that provides a streamlined, 360-degree view of all customer transactions and interactions. Financial services organizations can leverage a CRM to track customer transaction histories and lifecycle stages.

CRM 88
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For AEC Firm UMC, Robust ROI Follows Fast CRM Implementation

CSM Magazine

That standard applies not only to the quality, aesthetics, and safety of the built environments UMC creates, but also to the systems its people use to manage and grow the business. The CRM Solution. Following the selection of Unanet CRM, it took a mere four months to get the system integrated and fully operational.

CRM 105