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26
Jul
Person holding two colorful blocks with text 'Increase Revenue' and an upward arrow graph icon
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CRM is Critical to Effective Revenue Optimization

Effective revenue optimization means that your business is doing everything possible to increase revenue. It starts with thoroughly analyzing your data – sales, marketing, customer experience, etc. Then moves to a rollout of new tactics and strategies based on the improvements identified during the discovery.  The idea is that your…
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23
Mar
Businessman interacting with digital interface featuring the word ‘Storytelling’ and technology icons representing branding, data, and CRM systems

The Benefits of a FinTech and CRM Integration

Blind spots cause problems. Not just while you’re driving but while you’re trying to navigate the information superhighway. How can you decide where to go when you don’t have the correct data? How can you avoid an accident if you can’t see what’s hiding out of sight? Integrating your financial…
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21
Sep
Person drawing a blue line labeled ‘Implementation’ to bridge wooden blocks with business icons
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Things to Think about before Implementing Salesforce

Effective Salesforce rollouts require a well-crafted plan and careful execution. Implementations are intricate and demand a thorough knowledge of how the system works. As with everything, experience is vital to a smooth integration. This post is not meant to scare you but to equip your team for the journey ahead.…
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