SugarCRM

JULY 23, 2019

And with its Sugar integration comes the ability to send the documents for signature directly from the CRM. An advanced tip is to use “DocuSign field mapping” to get the filled values from the recipient back to the CRM module, giving you the ease of bidirectional data parsing and updating.

Real Estate 20

Real Estate Invoicing Compliance Legal 20

Customer Experience Matrix

AUGUST 27, 2020

Until recently, most marketers were content to leave privacy compliance in the hands of data and legal teams. So there's no reason to confuse it with a data lake, data warehouse, CRM, or CDP. Users specify which items are used within a flow and the legal justification for using sensitive items.

Legal 60

Legal Invoicing Compliance Government 60

Intercom, Inc.

AUGUST 30, 2022

By removing the paperwork, legalese, and hidden fees associated with launching a startup, Stripe Atlas gives founders more time to focus on building their business – and ensures the right legal and financial foundations are in place to help you scale. Mercury is a financial technology company that provides banking* made with startups in mind.

Compliance 163

Compliance Finance Engineering Start-ups 163

Hodusoft

JANUARY 18, 2023

One solution that’s gaining popularity is the use of call center technology, which allows doctors and other healthcare professionals to connect with patients and each other remotely. 3CX allows agents to work remotely, whether they are in the office or working from home and offers call recording for legal and quality assurance purposes.

Healthcare 52

Healthcare Artificial Intelligence Omnichannel CRM 52

Comm100

NOVEMBER 13, 2022

This can be even further improved with the integration of a CRM like Salesforce or other business systems, offering even more information to agents. Connecting a CRM also allows agents to make updates to CRM records right from inside the agent console, improving data quality for future interactions. Security and compliance.

Omnichannel 88

Omnichannel Customer Service Social Media Healthcare 88

Intercom, Inc.

MARCH 29, 2022

Back when we were starting up, we didn’t have to build solutions for the previous eras of technology. The rules and the regulations regarding consent of data sharing, regarding the legality of data holding, have torn up so many of the marketing playbooks out there. It’s got the latest technology from the cutting edge.

Start-ups 118

Start-ups Innovation Sales NPS 118

Qualtrics

FEBRUARY 26, 2019

Let’s take an example for our Supply & Compliance line of business, which helps companies understand both supply chain and compliance risk. So people may don’t think about my team working with legal, but we do partner with them on how to improve the contracting experience, which is an important touchpoint to customers.

Non-Profits 37

Non-Profits Customer Experience B2C B2B 37