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Portal ERP
portalerp.com > noticia > five-ways-customers-can-avoid-legacy-crm-failures

Five ways customers can avoid legacy CRM failures

3+ day, 11+ min ago   (512+ words) Legacy CRM was built to track reps, not help them sell. It stores data, captures cases, and routes conversations, but leaves service reps disconnected from the workflows that drive resolutions. Introducing AI into this fragmented infrastructure without addressing the flawed…...

ITWeb
itweb.co.za > article > financial-advisers-need-crm-to-do-more-than-store-client-details > lLn14MmQzNZMJ6Aa

Financial advisers need CRM to do more than store client details

1+ week, 6+ day ago   (901+ words) Financial advice has always been a relationship business. But increasingly, the technology sitting behind that relationship determines how much time an adviser actually has to spend with clients. The problem is not a lack of information. Financial advisers typically have…...