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  • Testimonials

CRM solution that streamlines & automates operations across multiple business areas

July 21, 2025

Find out about Groupe Forget's project experience in moving to a forward-thinking CRM solution that streamlines & automates
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  • Ebooks

Customer Experience Trends and CRM Playbook

July 21, 2025

To celebrate the occasion, we’ve compiled our must-know best practices and trends around Customer Experience, backed by our
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  • Case Studies

Transforming Member Experience and Enhancing Operational Efficiency

July 21, 2025

ABOUT THE CUSTOMER Generations Federal Credit Union (Generations FCU) is a credit union based in Texas boasting a

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  • Articles

How to use social media to increase your customer’s satisfaction

July 21, 2025

Nowadays, the entrepreneur that created its start-up can use a major asset: to be known quickly and widely
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  • Testimonials

How Data Insights from CRM Improved Customer and Team Management

July 20, 2025

CRM helped CDRQ with team & customer management, project reporting, and building KPI data to break information silos.​
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  • Ebooks

Tech Trends in The Retail Industry

July 20, 2025

As technology evolves, so do businesses and how they can optimize their systems to improve customer experience. CRM
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  • Articles

Lead Generation — 5 Errors to be Avoided

July 20, 2025

Find the right CRM platform to do lead generation. As the manager of sales and business development, the
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  • Ebooks

5 Keys to a Successful CRM Implementation for Credit Unions

July 19, 2025

Unlock credit union member engagement with our eBook: '5 Keys to Successful CRM Implementation for Credit Unions.' Discover
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  • Case Studies

One-to-one personalized marketing and growth marketing to increase b2b2c and e-commerce sales

July 19, 2025

How NAOS revolutionized its retail strategy with personalized marketing, enhancing B2B2C relations and boosting e-commerce sales effectively.
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  • Articles

Do you miss solution explorer?​

July 19, 2025

Make sure to use PowerApps with Microsoft Dynamics CRM
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  • Ebooks

Policy-Driven to Customer-Centric in the Insurance Industry

July 18, 2025

Many insurers are turning to CRM tools to reshape their business from a policy-driven to a customer-centric organization
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  • Case Studies

Accelerating marketing initiatives to grow engagement, referrals and conversion

July 18, 2025

Discover how customer engagement, referrals, and conversions grew for the President Door-Windows company. Learn more about digital marketing
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