AI won’t fix customer experience if phone systems and CRM platforms don’t share real-time context. Integrating them first ...
If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...
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Keys to CRM success for small businesses
CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement ...
A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...
Workbooks is betting that plain-English AI agents can help mid-market teams overcome CRM friction faster than ...
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