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We Took On Some The World’s Biggest CRM Vendors. Guess What We Won?

It seemed like the perfect dare to end 2020 with: Take on some of the world's leading CRM and CX tech providers in a battle that had nothing to do with what we usually do best.

In: CRM
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CRM Can Address Challenges Faced By Advisors In A Post-Pandemic World. Here’s How

Advisors in financial services firms work with more and more data over time.

In: CRM
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Here’s Why A Proof Of Concept Can Increase The Chances Of Your Project’s Success

In a post-pandemic world that frowns upon unnecessary risk-taking, the question all firms should be asking is: Can an RFP ever be enough?

In: CRM
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For Financial Services Firms Interested In Hyper-Personalization, CRM Is Always The Key

It is based upon the fact that customer expectations have changed across businesses and sectors, with customers now expecting the same kind of engagement from financial institutions that they do with other products or services.

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Here’s Why Our Early Access Program Can Feel Like Christmas Has Come Early This Year

I know the first question that pops into many people’s heads when they hear about programs such as these is: ‘Why not wait until we find out more before signing up?’ That’s a valid question but, when it involves a CRM product from an 

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Salesforce Customers Could Have Had A Better Week If They Had Picked A Private Cloud Solution

We saw the complaints online, read the messages on Twitter, checked out memes that circulated all weekend, and thought long and hard about the massive outage that affected a whole lot of Salesforce users. There were conflicting reports at first but, apparently, 

In: Insurance
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