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Passing The Middle-Market Automation Exam

PYMNTS

Visa would look at that continuum but focus on process and technology, said King. Formalized processes tend to take root, along with automation, as firms grow, he said, especially along units and activities involving finance or accounting. These are factors that bring basic benefits and an ROI to mid-market firms as well.

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Legacy Healthcare CRM: Understanding Why It Needs to be Different

Perficient

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. Inbound digital marketing – such as SEO/SEM/SMM.

Marketing 332
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Jumpstart Your Platform Selection and Avoid Lengthy RFP

Perficient

Hunt’s points are these gems: RFPs are expensive and time-consuming – already stretched internal resources can take several months to get through the process. Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms. Contact Center Technology.

System 332
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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

Customer relationship management is about earning and cultivating that loyalty. A CRM database can be the tool that (just as its name describes) helps you to manage these patient relationships. Put together a plan to get the resources you need to transform your marketing. If they can do it, you can too! Do your homework.

Data 493
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Market your community bank with first-party data

Independent Banker

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. Marketing for a lot of folks still is a necessary evil,” Cook says.

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Adobe to Acquire Marketo: So What?

Gonzobanker

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

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Are Banks Missing the Mark on Message?

Gonzobanker

The resources necessary to build and maintain an analytically informed delivery channel are staggering to many management teams and boards, but as industry veteran Niel Devasir pointed out in this quick video , analytics leadership cannot be outsourced, even if some of the technology is. What’s in your message?

Analytics 110