Category: CRM

What are the 3 types of CRM?

Customer Relationship Management (CRM) is a business strategy designed to enhance customer relationships and boost customer loyalty. It assists businesses in tracking customer interactions, strengthening customer loyalty, and improving customer satisfaction. For businesses to remain competitive and grow, CRM is vital. So, what are the three main types of CRM? In this article, we will […]

What is CRM development?

Customer relationship management (CRM) is a technology that is utilized to assist businesses in managing customer interactions, customer data, and customer service. CRM development is the process of constructing and applying a CRM system to help businesses better manage customer data and interactions. CRM development requires meticulous preparation, implementation, and upkeep to guarantee that the […]
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3 Communication Strategies to Increase Trust in Healthcare Providers

The more consumers trust in the healthcare organizations they interact with, the more likely they are to use their services. That’s what findings from Salesforce’s latest Connected Health Consumer Report indicate. But why is trust so important in the first place? When patients use healthcare services more often, it means providers have more opportunities to […]
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What Is Trailblazer Connect? A Pathway to New Careers in the Salesforce Ecosystem

Learning for learning’s sake is great, but we all know that a huge benefit to all that learning you’re doing is being able to translate it into a fulfilling, high-paying career. Our mission at Salesforce is to give everyone an equal chance at landing a top job. With Trailhead, Salesforce’s free online learning platform, countless […]
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Unlock More Career Opportunities With the Salesforce Strategy Designer Certification

What is strategy design?How does strategy design differ from user experience (UX) design?Salesforce Strategy Designer CertificationSkills needed to become a Salesforce Certified Strategy DesignerReady to get certified? Here’s how to get started!You got this, Trailblazer As the digital world continues to grow, companies are realizing more and more the importance of Salesforce skills, including admin, […]
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See How Predictive Analytics Can Give Your Insurance Agency an Edge

Predictive analytics — everyone in the insurance world is talking about it. But what is it, and how can predictive analytics help you grow your brokerage client list?  Here’s a quick definition: predictive analytics takes scattered pieces of data from across your systems, organizing them to assess what has happened in the past. Then, using […]
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Turn Onboarding Into a Data-Collecting Adventure Through Automation

First impressions matter. A poor onboarding process can set the wrong tone – for wealth managers trying to grow their assets under management (AUM) — and for clients who entrust their assets to someone new. Leaders in digital transformation at wealth management firms are seizing on this fact, with nearly half saying their biggest tech investment […]

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