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

Lightico

Enhanced Efficiency – Freeing Up Time for High-Value Analysis IDP automates the tedious, “Stare & Compare” – manual process of data extraction from documents like income stubs, pay slips, and bank statements compared to submitted applications/CRM data and reporting agency data.

Finance 75
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Adjusting CRM Strategies in the New Normal

SugarCRM

For example, the use of a centralized CRM solution to capture and process details has become critically important given the significant increase in work-from-home (WFH) arrangements. But using aspects of artificial intelligence (AI) or machine learning (ML) to augment workers’ knowledge can help prioritize workload focus.

CRM 29
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How CRM can unlock the value in AI

SugarCRM

For too long, businesses have viewed CRM platforms as simply a functional repository for customer data. However, in the digital world we now live in, CRM offers so much more… especially for businesses that operate in the service economy where continuous customer engagement is so critical to delivering on revenue goals.

CRM 26
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5 Ways to Bridge Your Operational Gaps with Technology as IT Needs Grow

SugarCRM

You can also use AI to automate routine tasks, such as customer data entry or document processing, which then frees up your employees’ time for more important work. Lean on Machine Learning and Predictive Analysis The best indicator of future performance is past performance.

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5 Ways to Bridge Your Operational Gaps with Technology as IT Needs Grow

SugarCRM

You can also use AI to automate routine tasks, such as customer data entry or document processing, which then frees up your employees’ time for more important work. Lean on Machine Learning and Predictive Analysis The best indicator of future performance is past performance.

article thumbnail

5 Ways to Bridge Your Operational Gaps with Technology as IT Needs Grow

SugarCRM

You can also use AI to automate routine tasks, such as customer data entry or document processing, which then frees up your employees’ time for more important work. Lean on Machine Learning and Predictive Analysis The best indicator of future performance is past performance.