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Hold Time is Gold Time: 5 Ways to Improve Call Center Performance By Capturing Customer Data While They Wait on Hold

TechSee

They hold immense potential for you not only to capture crucial information but also to turn the dreaded hold time into a positive customer experience. By minimizing wait times and personalizing interactions, customers feel valued and appreciated, leading to increased satisfaction and loyalty.

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The Importance of CRM Document Generation

Ecrion

Creating high volumes of compliant customer-facing documents can be challenging in a regulation-heavy, fast-paced, customer-centric world. That’s what makes CRM document generation so important. If you have the right CRM document generation software, that information is immediately pulled from the form into the CRM.

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Staying Competitive: Tools Every Mortgage Broker Needs in Their Arsenal

CSM Magazine

Customer Relationship Management (CRM) Software Managing client relationships is vital for any mortgage broker. CRM software allows brokers to keep track of their interactions with clients, manage contacts, and automate tasks like follow-ups and document generation.

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Contact Center Wrap-Up—Where the Rubber Meets the Road

Quadient

Customer experience (CX) is the new marketing battleground. Customers who perceive their interactions with your company as highly positive purchase more of your products and/or services, purchase more frequently, are more loyal, and are more likely to share their positive views with personal contacts and online communities. .

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Exploring Cutting-Edge Features of Modern Mortgage CRM

CSM Magazine

Mortgage customer relationship management (CRM) software is essential for any mortgage company looking to manage its leads and clients effectively. They now utilize artificial intelligence (AI) technology to learn from customer interactions.

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7 Effective Ways to Improve Your Online Customer Service

Kustomer

Great customer service is paramount for every customer-facing business. Online customer service can be challenging because of the lack of face-to-face interaction, but the fundamentals remain the same. You need to keep your customers happy by delivering a consistently excellent service experience.

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10 Benefits to Automated Letter Generation

Ecrion

Are you still relying on paper-based documents to facilitate enterprise-wide communication? Shifting your operations onto a document automation platform can help you lower costs, reduce waste, and improve employee productivity. You’ll also be able to see the full history of any document in question. Sub-documents.