Consumers in the financial services industry seek personalized, convenient, and positive experiences. As a result, financial institutions are turning to digital transformation and improving customer experience through the use of Salesforce Financial Service Cloud. By centralizing all client data in Salesforce, these organizations can comprehensively understand their clients and know exactly how to interact with them at each stage of the sales process.
Microsoft Dynamics 365 is the key that holds the future of sales and marketing. The technology has moved onto employing artificial intelligence in analyzing the market trends, evaluation of potential clients and finding gaps in the market for opportunities & much more.
CRM a.k.a Customer Relationship Management has grown leaps and bounds since the 2000s. In an era defined by Automation, we examine the 4 areas where CRM has been evolving.
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