Gonzobanker

JUNE 26, 2019

Sales and pipeline management has been the bread and butter of CRM, but setting it up in an integrated and user-friendly way has been grossly oversimplified. Of course, developing an existing pipeline is only half of the growth equation. Sales & Referrals. The success rate of referrals increased from 17% to 33%.

Idaho 131

Idaho Michigan System Lending 131

Cisco

MAY 5, 2021

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. You already have a CRM, a Marketing Automation platform, or Call Center software.

Customer Experience 126

Customer Experience Branding Tools Strategy 126

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Just Kidding About the Whole Bank Thing Award – Goes to Fintech darling SoFI , whose management shakeup amid “behavioral issues” shifted the legal efforts from charter application to lawsuit and damage control. FinTech threats and distractions.

Conference 91

Conference Industry Community Bank Community 91

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40