Best Practices for Customer Service to Prioritize Support Requests in CRM - Part 2
What type of customer should get the highest priority support? All customers are important, but the loudest or highest touch doesn’t always equate to the most important customer to your …
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Best Practices for Customer Service to Prioritize Support Requests in CRM
How does your organization prioritize customer service in support interactions? Responding to customers quickly is important, especially when the customer is in crisis. However, you would be surprised how many …
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How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers
Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. …
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How to Simplify Commission Calculation for Insurance Benefits Brokers in Microsoft Dynamics 365
Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and …
Microsoft Dynamics 365 Provides Insurance Brokers Big Benefits
I think we can all agree that the advantages of using customer relationship management software are numerous and widely acknowledged. However, what is not so openly talked about is that …
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Employee Benefits Brokers: What You Should Expect From a CRM Solution
Are you an employee benefits broker? Are you fed up with generic CRM systems and wish you could find one designed for your specialized needs? The good news is that …
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Infographic Shows The Excitement Around Microsoft Dynamics 365 + Microsoft Teams
At Microsoft’s recent Inspire event, there was a lot of excitement around Microsoft Teams. “Collaboration” was a common theme throughout a lot of the presentation, and all signs point back …
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Why Digital Transformation Is Much More than a Single Technology or Trend
What is digital transformation? It's so much more than just a single technology, more than a catchphrase or a trend. It is your journey from siloed to connected, from analog …
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4 Ways a Bank Can Use CRM as a Sales Tool
The right CRM system for your bank should allow you to see a complete view of the customer across all departments. This could include bank, residential mortgage, commercial, and wealth …
Crowe Banking Industry Expert Tom Grottke Shares Valuable Insights in Three-Part Interview Series
The Crowe CRM team is dedicated to helping businesses streamline operations and improve performance, and in recent months we have put a special focus on CRM technology for the banking …
