Tag: CRM

Secure the Future of Your Credit Union Engaging Young Generations

September 23, 2024

A customer relationship management (CRM) system helps insurers track customer data and interactions.​

CRM Tools: How to Evaluate the ROI of a Good CRM​

September 19, 2024

CRM is a useful tool in improving the relationship between the company and its clients. Most of the

5 Good Reasons to Invest in a CRM System​

September 7, 2024

At a glance: Centralization of your data for a global vision Improved productivity Improved prioritizing Better alignment of

Why Not Using A CRM Is Costing You Money (Don’t Be These 8 Companies!)

August 17, 2024

Whatever your business is, your priority is to find new ways to increase your turnover. But many companies

CRM Software: How to increase your clients’ fidelity

August 5, 2024

Effective strategies to build client loyalty using CRM software. Learn how customer relationship management creates lasting loyalty and

Riding the Wind of Change from a Customer Relationship Management Standpoint

August 2, 2024

The global pandemic is precipitating changes in how we work, do business, and deliver goods and services. The

Overcoming CRM Challenges: Avoid Common Mistakes To Maximize Your CRM Potential

July 14, 2024

Maximize your CRM potential by avoiding these common mistakes. Learn how to overcome CRM challenges and stay ahead

Top Digital Transformation Considerations for a Successful Implementation

July 10, 2024

Here’s a compilation of the top digital transformation considerations you need to have to get the maximum potential

How can uncertainty lead to better business in the future?​

June 5, 2024

It used to be so simple: a territory, a brand-new box of business cards, and a handshake. Salespeople

Geloso Group to Level Up their Customer Experience with Creatio and their Level 5 partner Solutions Metrix

June 15, 2023

Geloso Group teams up with Solutions Metrix and Creatio to upgrade their customer experience, leveraging advanced CRM solutions.