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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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Top 5 Business Phone Systems for Banking and Finance

Hodusoft

What to look for in a business phone system for banking and finance? With robust advanced features like call bridging, least cost routing , real-time analytics & reporting, etc. What to look for in a Business Phone System for Banking and Finance? Security: In the banking and finance industry, security is a top priority.

Finance 52
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BigChange Launches Analytics Dashboards to Live Track Business Costs and Profit

CSM Magazine

BigChange has launched a series of Analytics Dashboards to display critical business information for field service firms. Big-screen graphs and tables provide an instant view of performance, such as job costs, productivity, customer service, and finance.

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How CRM improves small business customer experience

Method:CRM

Through this blog post, you’ll answer the question, “How do CRM systems improve customer experience?” You’ll also learn some tips to get the most out of your CRM and improve your small business customer experience. What is a CRM? To answer the question, “How do CRM systems improve customer experience?”, Purchase history.

CRM 52
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Why does your SaaS business need a Post Sales CRM tool?

CustomerSuccessBox

While all of these activities could be performed using a Post-sales CRM. Let us look at the various ways in which a post-sales CRM could help make the process easier and better. Why does your SaaS business need a post-sales CRM? Benefits of having a post-sales CRM. Better handoff from sales to customer success.

CRM 52
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Best Software for Speech Analytics

JustCall

Speech analytics software analyses live or recorded calls and interpret emotional indicators. Speech analytics software uses artificial intelligence to analyze spoken language similar to voice recognition software. What is Speech analytics? Significance of Speech Analytics. Some Best Speech Analytics Software.

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Why Is Good Customer Service Essential in Finance?

CSM Magazine

This also leads us on to another potential issue, as while poor or inconsistent customer service may be one of the key reasons why banks (and similar finance institutions) lose clients, studies show that there weren’t clearly defined attempts to win back lost patrons in 56% of all instances.

Finance 52