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The 10-Step Guide to Buying the Right CRM Solution by SugarCRM Inc.
July 12, 2011 - (Free Research) The CRM buying process can be reduced to a set of 10 steps that will help you pare down the field of potential solutions to a few vendors who are the best fit. This guide will allow you to move through 10 sets of steps.
Create an Online Customer Feedback Loop with Your Call Center by Tealeaf
April 01, 2011 - (Free Research) Many retail financial services institutions (FSI) do not have any visibility or context outside of a single interaction channel. In this whitepaper, we will describe the business imperative for closing the multi-channel customer experience gap and discuss how doing so gives you opportunities to differentiate.
5 ways to increase online self-service adoption for financial services by Tealeaf
September 27, 2011 - (Free Research) Financial institutions need to take immediate steps to ensure they understand the experience of their customers who are transacting online. In this white paper learn how to implement an effective customer experience management (CEM) to help build customer loyalty, revenue, cost savings, and more.
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