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Build Your Perfect CRM: 8 Capabilities and Functions Your CRM Needs to Have

SugarCRM

With the proper set of tools and features, CRM software can become an essential part of operating a business. If you’re just starting out your CRM software search or you’re just prospecting the market for newer solutions, keep reading because we have a short list of capabilities that all CRMs should have.

CRM 29
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How CX Teams Can Use AI to Stay Ahead of Customer Needs

SugarCRM

Such solutions heavily rely on customer relationship management (CRM) software in the business space. But with great volumes of data, there appears a new issue: data accuracy. Recent studies have shown that CRM data accuracy diminishes yearly by approximately 30%. How AI and ML Change Companies’ Data Strategy?

AI 26
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Our Top 6 Picks for Call Center Automation Software

Fonolo

Most marketing CRM software has these capabilities, so it makes sense to harness their power for your contact center. These AI-powered tools can interact with your customers on your website or mobile app, learn details about their query, answer simple questions, and escalate customers to the proper channels if needed.

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Conquering Uncertainty: How Intelligent Document Processing (IDP) Empowers Your Credit Analysts

Lightico

Demystifying IDP: A Technological Ally for Auto Loan Processing IDP leverages the power of Artificial Intelligence (AI) to automate the extraction of vital data from various documents. Accuracy at Scale – Building a Foundation for Informed Decisions Human error is an inevitable part of manual processes and data entry.

Finance 75
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Top 3 Things Your CRM Must Do for Your Organization

SugarCRM

If you work in sales, you know just how important having a CRM is. But just having a CRM isn’t enough. You need to be able to create strategy and processes around your CRM otherwise you’re essentially stuck with an expensive, digitized Rolodex of customer information. . With an Industry-Leading CRM, You Can…​

CRM 29
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How to Leverage Technology in Hybrid and Remote Work

SugarCRM

Ensure Your CRM Tools Are Fit for the Purpose. Now more than ever, modern customer relationship management (CRM) systems must support the ability to stay close to existing customers and help secure new prospects. Capture, Manage and Analyze Customer Data.

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Mazars: Saving Over 2,000 Hours Annually With Sugar Implementation

SugarCRM

They realized that one way of tackling those challenges would be through a CRM deployment. However, with a company offering specialist services to an impressive number of customers, an average, run-of-the-mill CRM would just not cut it. With that came a lot of data redundancy that wasn’t doing the company any favors.