Events Management Marketing Automation Online 
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
We can take that data and we can reach that person online,” Catalano says. “If Take online banking, for example. A big reason is because those valuable insights are often siloed away in a core system that marketers can’t access. In addition, many marketers don’t have tools for capturing customer information themselves.
Perficient
AUGUST 21, 2020
We have developed an online system to quickly generate a variety of reports so you can understand how each vendor performs and you can narrow down to one or two vendors that best meet your needs. Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management 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.
Independent Banker
FEBRUARY 28, 2022
Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. Customized, well-thought-out interactions—especially in the online banking space—are integral to wooing new customers and retaining existing ones. Photo by Janimal Photography. It already supports blockchain if required by a fintech.
Gonzobanker
DECEMBER 5, 2018
And it follows a string of Q2 acquisitions over the last few years, including: Centrix brought cash management functions of positive pay, fraud prevention and risk assessment as well as dispute management. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.
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