Perficient
DECEMBER 8, 2020
One-to-One Relationship Management. Just for review- CRM stands for Customer Relationship Management. The optimal form of Customer Relationship Management in any industry is a one-to-one interaction with a person that knows you. One-to-Many Relationship Management. Marketing was seen as a business expense.
Perficient
JULY 10, 2020
Revenue recovery efforts offered a necessary but insufficient first step – we urge you not to be complacent if you’re fortunate to have managed through a first wave. Now that we recognize this pandemic is not a one-time event, we must honestly reassess our capabilities to communicate clearly and directly with patients.
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Independent Banker
FEBRUARY 28, 2023
In addition, many marketers don’t have tools for capturing customer information themselves. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads. There could be other factors at play beyond the technical. Prioritize data accuracy.
Perficient
MARCH 15, 2021
We even know that a phone call from a hospital VIP because their spouse received a personalized post card on weight-loss surgery can be a career altering event (true story). So what’s a modern, data-driven marketer to do? Customer relationship management is about earning and cultivating that loyalty. HIPAA is serious.
Perficient
AUGUST 21, 2020
Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms. Product Information Management Systems. Product Information Management Systems. Enterprise Search. Artificial Intelligence for Chatbot, Machine Learning, NLP, and Image Recognition platforms.
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. More importantly, the team designed how a new opportunity will convert from a frontline referral to a well-managed lead pipeline within the same platform. Sales & Referrals.
Gonzobanker
MAY 14, 2018
Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. The event included a mix of CLOs, COOs, CEOs and board members, not mainly CMOs anymore.
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