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

Lightico

Here’s where Intelligent Document Processing (IDP) for Auto Finance , elevates the role of the credit analyst, & emerges as a game-changing technology. 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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The Five Most Compelling Reasons to Automate your Call Center

Hodusoft

Call center automation software has indeed been a game-changer in the sphere of customer service. Optimizing workflow There are a series of tasks such as data entry, call list preparation, follow-up scheduling, etc. Similarly, automated data entry makes contact management easier for businesses.

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The Evolution of Customer Relationship Management: A Look at the Last Five Years

SugarCRM

When you think about Customer Relationship Management (CRM), sales and contact management may be the first thing you associate with it. But what was once an island occupied only by your sales team, CRM use cases have grown beyond the sales org and started to be integral parts of your day-to-day marketing and customer service operations.

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Convince and convert: How to make sales calls successful

Zendesk

A game plan. Sales involves many repetitive tasks like data entry, which take up productive hours that could be spent speaking to potential customers. A sales CRM is particularly useful for streamlining pipeline management and simplifying processes.

Sales 59
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How to Craft a Perfect Survey for Maximum Response Rates

SugarCRM

If you are using Sugar, then you can directly send surveys from your CRM using the Sugar CRM survey module. Using this tool, you will be able to create interactive reports to better comprehend and utilize your data. Using this feature, you will be providing users with pre-filled survey forms, reducing data entry on their part.

Finance 20
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SugarConnected on Tour 2022: Building a Customer-Centric Culture—One Stop at a Time

SugarCRM

What’s New, What’s Next – Scanning the CRM Horizon. Zac’s Perspective: “First, Tech is changing the game, but it is customers who are changing the rules of engagement. When the data is in a CRM system rather than a flat data repository, it can be interpreted through a sales lens.

B2B 26
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Sales performance management 101: Definition and strategies

Zendesk

In this article, we’ll unpack what sales performance management is, why it matters, and how to successfully implement this game-changing strategy into your business. You want to evaluate the percentage of total hours they spend prospecting, the percentage of total hours they spend on data entry, and the percentage of closed-won deals.

Sales 52