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Ditch Data Entry with Mail & Calendar Integrations in Sell Premier

SugarCRM

Our 2022 CRM Impact Report revealed that 75% of marketing and sales leaders consider a consolidated view of customer information across the whole organization critical in delivering optimal customer experiences through the entire customer journey. 71% of salespeople think they spend too much time on data entry.

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Harnessing the Power of AI in Lending: Leveraging Artificial Intelligence to Revolutionize Loan Originations Servicing and Document Management

Lightico

In this article, we will explore how AI processes unstructured data, its applications in document sorting and lending, the benefits it offers, and the future outlook for Document AI in loan origination and servicing processes. This results in faster loan approvals, reduced processing times, and improved customer satisfaction.

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

SugarCRM

Adrian Swinscoe is a best-selling author on customer service, experience, and engagement. He also regularly writes for Forbes and is the mind behind top Customer Experience (CX) books “Punk CX” and “How to Wow.” Remove grit from the customer experience. Get in front of people.

B2B 26
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4 Reasons We Love Sugar Connect

SugarCRM

With just a few clicks, you can switch between emails, events, contacts, tasks, and it works like a charm at offering you a fresh view of your customer. But what makes Sugar Connect so great at boosting customer experience and engagement? Complete Customer View at a Glance. Automate Data Entry.

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The ultimate guide to sales opportunity management

Zendesk

The word opportunity can have a positive or negative connotation, depending on your outlook. By gaining a better understanding of who’s most likely to cross the finish line and analyzing the wealth of data you gather from every interaction with them, you can plan to deliver a stellar customer experience that builds loyalty and profits.

Sales 98
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Looking for Sales Automation? Don’t Skip These 11 Features

SugarCRM

The software uses rules, algorithms, AI, and other digital tools to trigger and automate sales functions, including data entry, document routing, nurture cadences, and so much more. When computers handle these tasks, humans can focus on pitching products/services, addressing prospect concerns, and building customer loyalty instead.

Sales 26