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Crm platforms - PowerPoint PPT Presentation

4 Benefits of Salesforce CRM

Salesforce is one of the largest and cloud- based customer relationship management (CRM) software solution which is used for sales, service, marketing, analytics and building custom mobile apps. In today’s time lots of organizations are using CRM (Customer Relationship Management) software which is used to manage and analyze customer interactions through sales pipelines as well as some CRM is also used to automate several business tasks which reduces human errors and also save some useful time.

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605 views • 10 slides

Control Your Mortgage Business with Onsite CRM

An important thing to note in mortgage is the difficult balance between being successful in business and staying out of the way of regulators motivated to penalize the industry. CRM platforms are no longer only contact managers and sales tools. Nowadays, Onsite CRM software has become a partner in compliance, providing ways to increase sales while keeping lenders in sync with regulators. Onsite CRM integrates with Encompass, Point and other key players in the mortgage world.

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96 views • 3 slides

Why CRM Implementation Fails - Solastis

Incorrect implementation, the wrong CRM platform, and lack of information are some of the reasons why CRM implementations fail. Learn what you can do about them.

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38 views • 3 slides

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'Crm platforms' presentation slideshows

Crm platforms - PowerPoint PPT Presentation

4 Benefits of Salesforce CRM

Control Your Mortgage Business with Onsite CRM

Why CRM Implementation Fails - Solastis