Tag: goals

What are the 3 primary goals for the CRM process?

Customer relationship management (CRM) is an essential business process for any company that wants to build strong customer relationships and increase customer loyalty. It involves a range of activities, from tracking customer interactions to developing strategies for customer retention. But what are the primary goals of the CRM process? In this article, we’ll explore the […]

Successful collaboration with DAI Source and IBM helped PortX pioneer cloud-native connectivity to the Federal Reserve

Thanks to digital transformation, banking looks nothing like it did a generation ago. In fewer than 30 years, customers have gone from queuing up in a physical bank during lunchtime and weekends, to transferring money and cashing checks via mobile phones at any hour, virtually anywhere on the planet. All that technological infrastructure is not […]

Get more value from your data with a data transformation roadmap

Learn how you can monetize your data: So, how can you get the most value from your data? A knowledgeable and phased approach facilitates a smooth transition from legacy practices and products to processes that tap into the advantages of Canada’s data economy. Defining policies and roles, developing data-sharing control mechanisms, understanding existing and potential […]
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Your Contact Center Agents Are Burnt Out – Here’s How To Help Them

Emily Witt and Nicholas Feinig contributed reporting to this article. Consumers rely on customer service agents for help with everything from address changes to insurance claims. But frontline agents are leaving their jobs en masse, citing burnout and lack of flexibility – a recent Salesforce survey found 71% of agents have considered leaving their job […]

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