1
Aug
Diverse business team in a meeting room applauding a presenter with data charts on screen

Boost Your Business: A Mid-Year CRM Check

Hey there, fellow business trailblazers! Can you believe summer is almost over, and pumpkin spice lattes are just around the corner? Now it’s time to boost your business and ensure your Salesforce system is ready to tackle the rest of the year. As a revenue operations team, we developed a…
26
Jul
Person holding two colorful blocks with text 'Increase Revenue' and an upward arrow graph icon

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…
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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