As more customers look online to make retail purchases, it’s important that businesses do not just sell a great product, but that they also know how to get it to the customer. The accuracy of shipping time is a vital consideration for anyone looking to sell online. And, in 2018, you really should be looking […]
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Supercharge Retail Banking Client Retention and Service with Microsoft Dynamics CRM
Previously, I have highlighted how Microsoft Dynamics CRM workflows help streamline and automate various client onboarding and client service processes in the Wealth Management arena. Today, I wanted to focus on how similar workflows and personalized views can improve client retention and the overall client experience in the Retail Banking space. Due to CRM’s ability […]
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