Zendesk

AUGUST 30, 2021

Do-not-reply accounts can save time for any customer-facing department, but they’re especially helpful for support reps. The one-way communication keeps their workloads manageable by not adding more customer inquiries to their queue. Cons: May dampen the customer experience + create legal issues.

Legal 98

Legal Invoicing CRM Customer Relationship Management 98

SugarCRM

JANUARY 30, 2019

Yesterday I hosted a webinar titled “A Blue Print for CRM Success,” where I outlined some of the key elements of planning and rolling out an effective CRM strategy. We outlined the key characteristics you will want to look for in a CRM partner and vendor. How do they fit in into CRM solution and SugarCRM?

CRM 33

CRM Invoicing Legal B2C 33

Zendesk

JUNE 29, 2023

Powered by Generative AI, the platform can automate customer experiences with chatbots and voicebots across channels while significantly reducing operational costs. Everlaw Everlaw (Support) helps legal teams navigate the increasingly complex e-discovery landscape to chart a straighter path to the truth.

Invoicing 52

Invoicing AI Legal CRM 52

Zendesk

FEBRUARY 27, 2021

Here are the newest integrations from Zendesk to help your agents provide great customer experiences. Mapsly (Sell) plots your CRM records on the map based on their locations, which can be an address or GPS coordinates. 3CX (Support) provides integration with Zendesk via the 3CX API for CRM. eZSign DocuSign.

Invoicing 90

Invoicing CRM Sentiment Analysis Omnichannel 90

C3Centricity

MARCH 31, 2020

Me : “ Here attached please find the invoice concerning my purchase.” ” TomTom : “ Denyse, many apologies, but it seems the purchase invoice is not attached in the correct format since I am unable to open it. As requested, I attach a PDF of the invoice.” Customers want companies to value their time.

Customer Service 71

Customer Service Invoicing CRM Legal 71

Customer Experience Matrix

AUGUST 27, 2020

Until recently, most marketers were content to leave privacy compliance in the hands of data and legal teams. This means marketers must become increasingly involved with the privacy systems to ensure a positive customer experience, gain access to the data they need, and ensure they use the data appropriately.

Legal 60

Legal Invoicing Compliance Government 60

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