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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. Small businesses must invest in good CRM systems to maintain strong client relationships.

CRM 95
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The Ultimate List of Customer Success Resources For 2021

Gainsight

As we embark on the New Year, now is the perfect time to catch up on Gainsight’s Customer Success resources from 2020. We compiled our best Customer Success resources from last year, from blogs to ebooks to webinars and podcasts. Launching Customer Success. Customer Success Team Management.

Resources 111
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The Ultimate List of Customer Success Resources for 2023

Gainsight

Every year Gainsight loves to give our customers and community a roundup of our best resources, including events, webinars, articles, ebooks, and more. As the thought leader in the field of Customer Success (CS), we want you to have all the information and insights you need to stay current and take your CS practice to new heights.

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Built to last: Nurturing customer relationships that will survive a downturn

Gainsight

The time to get serious about risk and renewal management is now—before customers start to slash budget. This will help you prioritize resources and find the right cadence to make sure customers who need attention receive it. You’ll want to lean on your customer health scorecards, if you have them.

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Deposit Growth Strategies for Banks: Building Lasting Customer Relationships with Treasury Management

West Monroe

Banks possess significant—often untapped—portfolio and customer data that can be leveraged to target available segments and customer bases ripe for deposit acquisition. This strategy aims to increase the stickiness of operating accounts and organically improve the overall deposit mix and volume.

Banking 52
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Deposit Growth Strategies for Banks: Building Lasting Customer Relationships with Treasury Management

West Monroe

Banks possess significant—often untapped—portfolio and customer data that can be leveraged to target available segments and customer bases ripe for deposit acquisition. This strategy aims to increase the stickiness of operating accounts and organically improve the overall deposit mix and volume.

Banking 52
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Deposit Growth Strategies for Banks: Building Lasting Customer Relationships with Treasury Management

West Monroe

Banks possess significant—often untapped—portfolio and customer data that can be leveraged to target available segments and customer bases ripe for deposit acquisition. This strategy aims to increase the stickiness of operating accounts and organically improve the overall deposit mix and volume.

Banking 52