1. Types of CRM Systems Cloud-Based CRMs So, first things first, let’s talk about cloud-based CRM systems. I’ve found that these are super popular because they allow you to access your data from anywhere. Whether you’re at the office, at home, or even sipping coffee at your favorite café, you can keep track of your […]
Understanding the Needs of the Bank Identifying Specific Goals When talking about implementing a CRM system in a bank, the very first step is to understand what the bank actually needs. Every institution is unique, so what one bank might require could look totally different from another. From my experience, engaging key stakeholders early on
Personalized Shopping Experience Understanding Customer Preferences One of the coolest things I’ve noticed about Amazon is how they tailor the shopping experience to each customer. They collect tons of data on what you browse, what you buy, and even what you look at but don’t buy. It’s like Amazon knows me better than I know