Tag: Business Processes

Is Jira an ERP?

Is Jira an ERP? Enterprise Resource Planning (ERP) systems are a must-have for many businesses, providing a comprehensive way to manage and integrate their operations. But is Jira, the popular project management and development platform, also an ERP? In this article, we’ll explore the features of Jira and compare it to an ERP system. We’ll […]

Is coding required for CRM?

Customer relationship management (CRM) is an essential part of any business. It is a system that tracks customer data, sales, and customer service interactions, allowing businesses to gain a better understanding of their consumer base and build relationships with them. Does coding come into play when it comes to CRM? The answer is yes. Coding […]

What are the 5 phases of CRM?

Customer Relationship Management (CRM) is a business strategy used to manage a company’s interactions with its customers. It is a way of organizing, automating, and synchronizing the sales, marketing, customer service, and technical support processes of a business. CRM is a tool to help businesses build relationships with customers and maximize customer satisfaction. CRM is […]

Does CRM require coding?

Does CRM Require Coding? Customer relationship management (CRM) is an essential tool for businesses looking to manage customer interactions and data. But does the software require coding? This article will explain the types of CRM software available and the potential need for coding to customize the software. Types of CRM Software There are two main […]
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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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