CRM
What is Platform as a Service? PaaS examples, applications, and advice
In 2020, the office went virtual. Meetings moved from boardrooms to Zooms, watercooler conversations became Slack…
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What is the CRM process? 5 key steps
The CRM tool itself is what provides the data and functionalities your team needs to execute this strategy—and ultimately turn leads into customers

How to use a CRM in marketing to improve campaign ROI
Let’s talk a little more about why and how CRMs are used in marketing. We’ll also explain the differences between a CRM and marketing automation software

How to choose the best CRM for your business needs
Here are some tips on how to find a CRM platform that serves your needs and elevates your customer experience

5 ways financial services can use messaging to create a better experience
Financial services are taking a bite of the conversational business cake and eating it too, creating fast, personalized, and secure messaging experiences

Traveling this holiday season? You might be messaging a lot more than usual
Travel and hospitality brands are creating unique, scalable customer experiences using messaging

Optimize your sales CRM to improve customer service
In the experience economy, customers expect to have consistency across all interactions with your business. Customer…

The ultimate guide to customer relationship management
Discover what customer relationship management actually is, why it’s important, how to select the best CRM…

What is customer relationship marketing? And how it differs from CRM
The differences between customer relationship marketing and customer relationship management can be confusing. Learn the definition of each in this post!