Tag: CRM

A Comprehensive Guide for Support Managers

Introduction Being a new support manager or suddenly finding yourself responsible for the success of a support team is a little unnerving. There are plenty of resources online, but here is a summary of things I have learned while running

Posted in Leadership, Manager, Success, Team Lead, Team Manager Tagged with: , , , , , , , , ,

Embracing Omnichannel with a CRM for Financial Institutions

Omnichannel Platform and Its Importance for Financial Institutions An omnichannel platform is a customer-centric approach that integrates all channels to provide a unified and consistent experience whether customers are at a physical store, using an app, or on a website.

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