by Jordan Black | Sep 13, 2018 | Blog, AI Innovation, CRM Insights, Sales Leadership
Customer Journey Map: A Strategic Blueprint for Enhancing Your Customer Journey In the ever-evolving landscape of customer engagement, understanding how your customers interact with your brand is crucial. A customer journey map serves as a strategic blueprint that...
by Jordan Black | Jul 18, 2018 | CRM Insights
Covering the Hidden Costs of Salesforce Getting a suitable CRM system is tough. While vendors boast of the clear value of CRM, their prices can be anything but clear. Many customers discover, too late, that in addition to the “sticker price”, they’re forced to pay...
by Jordan Black | Dec 14, 2017 | Uncategorized
Businesses continue to collate more and more data. However, what is key to a company’s strategy is the successful interpretation and application of customer data. To get the best results, managing and maintaining key information requires a structured and well-planned...
by Jordan Black | Aug 9, 2017 | CRM Insights
The success of your practice hinges largely on strong client relationships. And while advisors may deliver exceptional client care, the quality of your service also depends on your support teams. Advisors initiate client relationships. But support staff often...
