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Intentional Customer Experience as North Star for 2021

ClearAction

The human-to-human (H2H) emphasis of brands in the early days of stay-at-home was overdue: “Prior to the pandemic, PwC’s customer intelligence series found that 59% of people believe that companies have lost touch with the human element by focusing too much on technology.” How is H2H embedded in your firm’s practices?

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Software Review: BigID for Privacy Data Discovery

Customer Experience Matrix

Discovery borders on data governance, quality, and identity resolution, although these are generally outside the scope of a privacy system. BigID goes beyond this to organize the items into clusters related to particular purposes, such as medical claims, invoices, and employee information.

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DocuSign Signature with Sugar Makes Life Easy

SugarCRM

DocuSign offers a very high level of compliance with security standards and eSignature regulations, including compliance with the ESIGN Act and is authorized by the Federal Risk and Authorization Management Program (FedRAMP) for use in government agencies. Fully integrated within Sugar, DocuSign helps users close more deals, faster.

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Attended vs. Unattended RPA: It Doesn’t Need to be an Either-Or

1 to 1

With unattended RPA, software with artificial intelligence and machine learning handles common, high-volume, repetitive tasks such as invoice processing, claims management, and patient scheduling. Both attended and unattended RPA can take many mundane tasks off associates’ plates, letting them focus on other priorities.

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SalesForce, Hubspot, Zendesk and More — Which Customer Engagement Software is Right for Me?

Comm100

Education Link : A system for student management, invoicing, course management, and sales. Dubsado : A client management system designed to help creative entrepreneurs with everything from invoicing to brand promotion. Need : Advanced marketing technology. Freelancers. Hot Schedules : Good for managing labor and cost control.

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Best Employee Management Software Solutions

ProProfs

Project Governance. Automated invoicing and task dependencies are other functionalities that ProProfs Project supports. It enables businesses to deploy human, technological, financial, and material resources as efficiently and effectively as possible. Remote Workflow Management. Starts at $2.67/month/up Background Verification.