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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.

CRM 102
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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?

Service 52
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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.

Service 52
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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?

Service 132
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These 36 Customer Service Statistics Reveal the Secrets of High-Performing Companies

Salesforce

Here’s a customer service statistic that will stop you in your tracks: 80% of customers say the experience a company provides is as important as its products and services. The same study reveals that 88% of customers say good customer service makes them more likely to purchase again.

Service 52
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The Evolution of CRM in the Era of Big Data

Heinz Marketing

By Cameron Katoozi , Marketing Consultant at Heinz Marketing Introduction Customer Relationship Management (CRM) tools have evolved significantly since their inception. Initially, it was about managing customer interactions and data, a practice crucial for businesses to understand and serve their clients efficiently.

CRM 99
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MarTech’s CRM experts to follow

Martech

Martech is marketing and CRM is arguably the original martech. Because it is so useful, CRM is constantly evolving to meet the newest challenges and customer behaviors. So here, in alphabetical order, are MarTech’s CRM experts to follow. So here, in alphabetical order, are MarTech’s CRM experts to follow.

CRM 102