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Document Automation for Business: A Bandwagon You Want to Jump On

Ecrion

Document automation for business is a necessity to keep up with B2B and B2C demands. Here are the many reasons why you, too, should embrace document automation. What do your documents say about you? Sending disparate, mismatched documents via fax, email or old-school snail mail isn’t only outdated. It’s 2019.

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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. It allows businesses to manage relationships with customers, helping the business grow. What Is a CRM?

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7 Reasons Why You Need a Salesforce Document Generator

Ecrion

Nothing lets you get the most out of your CRM like a reliable Salesforce document generator. Why You Need a Salesforce Document Generator. With a document generator, you’ll have a cloud-based service that lets you store documents properly, move them through various workflows, collaborate between teams, and more.

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Staying Competitive: Tools Every Mortgage Broker Needs in Their Arsenal

CSM Magazine

To navigate the market and outshine competitors, smart brokers equip themselves with a variety of tools to serve clients and manage their businesses efficiently and effectively. Customer Relationship Management (CRM) Software Managing client relationships is vital for any mortgage broker.

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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. Customers can submit images, documents, or screenshots through the visual interface of the IVR system.

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How to best choose knowledge management software?

ViiBE Blog

From databases to documents and records of previous customer experiences, knowledge management turns any essential information into assets, which the company and its workforce can shape their performance upon. What is a knowledge management tool? There are two main types of knowledge management systems.

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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. Real estate agents not only stay top-of-mind with potential clients this way, but they also save time managing these profiles manually.