How Predictive Analytics Improves Customer Experience


Customer experiences can determine if businesses will succeed or fail. In striving to provide successful experiences, businesses tend to focus on the importance of collecting data.

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Making Better Use of CRM Data


Having a good knowledge of CRM data enables businesses to develop better, more precise marketing strategies that target specific customer needs, increase sales and improve customer service. But gaining these deeper

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Lead Enrichment for Better CRM Database Maintenance


Simply put, lead enrichment is a process that goes beyond regular CRM database maintenance – it is a smarter way to score leads based on explicit data, allowing sales and marketing teams to quickly segment and prioritize key

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How Wealth Advisors can Manage Client Data with CRM


Managing client data with Wealth Management CRM is an essential operation that can help alleviate the burden of time consuming tasks, allowing for more opportunities to further develop the firm’s most

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Salesforce Tip: Microsoft Excel tool that makes data clean-up easier

A Salesforce data import or data update can be a tricky task — regardless of whether you do it yourself or hire a consultant. Especially when you have a spreadsheet full of data where it’s in ALL CAPS or lowercase. Usually that means a sizeable clean up project.

When a client sends us an Excel spreadsheet and the casing is not what we would consider clean, we have been using a handy Excel Add-In tool called “Change Case Excel”. Simply install this tool and it allows you to change the case of the selected cells. Here are the change case options:

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