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Banking Automation Tools Digitalizing Sales & Marketing

December 22, 2024

Learn how banking automation tools revolutionizes sales & marketing efforts for financial institutions. Discover the key features and
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Looking to Scale Your Business? Here are 3 Best CRM Practices You Need To Know!

December 16, 2024

Looking to improve ROI of your CRM? Discover how to optimize CRM system with cross-company integration, mobile and
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Importance of Customer Relationship Management for Banking

December 15, 2024

CRM has the power to transform the banking sector's customer journey, providing seamless experiences and driving digital innovation.
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CRM Dashboard – The Best Friend of Sales Teams

December 12, 2024

The dashboard is an important customer relationship management (CRM) system feature. Learn how it helps sales teams get
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The 7 golden rules of a successful CRM project

December 10, 2024

In order to increase your chances of success during your project, you better start thinking about how to
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CRM Tools: Differences Between CRM and Marketing Automation

December 9, 2024

In this article we will clarify the nature and the utility of CRM and marketing automation in order
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Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect​

December 4, 2024

Learn more about the top CRM trends in 2024 and get the most out of your CRM solution
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Why Marketing Automation is Important​

December 2, 2024

Automation is taking over many types of tools, from household appliance and energy consumption to cars. Marketing is
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Why do credit union members leave for banks?

November 29, 2024

Learn why members leave credit unions for banks and reverse the trend today. Optimize your credit union strategy
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What Is Customer Segmentation: Examples, Models, and Tools

November 27, 2024

Categorizing clients into distinct groups based on various criteria leads to more tailored offers and communication strategies. CRM
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