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5 Things Your Financial Services CRM Needs to Have

Salesforce

What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Get the report 2.

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Nimble CRM Tips & Updates – June 5 2024

Adaptive Business Services

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71
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How To Get Started With Customer Service Automation

Salesforce

Are your service agents drowning in mundane daily tasks? Then your business might be a good candidate for customer service automation. Customer service automation isn’t a switch you simply flip. Our guide reveals how high-performing service orgs make it happen. If you’re thinking, Great! not so fast.

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What Is Good Customer Service?

Salesforce

Good customer service is important — whether we’re receiving or providing it. But what is good customer service, anyway? Good customer service means meeting customer needs and expectations consistently. What you’ll learn: What is good customer service?

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4 Customer Service Metrics You Should Measure

Salesforce

Behind every customer experience is a set of fine-tuned metrics. Customer service metrics are the performance indicators you use to measure everything from agent efficiency to customer satisfaction. It’s what every successful company tracks and monitors to improve service quality – and quality is imperative.

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The Relevance Of A CRM For Financial Services

Salesmate

Customer experience is the heart of any business. The kind of support you provide to your customers is as important as your services. Hence, every business needs a helping hand that makes sure they provide the best experience to their customers and create a repeatable cycle of customer satisfaction. Sales Reps.

CRM 128
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What Is a Customer Service Star? Find Out What Top Trailblazers Told Us

Salesforce

When you’re a customer Service Star, staying ahead of the curve isn’t just an advantage — it’s an absolute necessity. You get the pivotal role technology plays in shaping the future of customer service. Table of contents What is a customer Service Star? What is the Service Trailblazer Community?

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