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Blog

Flip the Sales Funnel- Customers on Top

  • May 19
  • Sales
Flip the Funnel The “Purchase Funnel” is a concept that illustrates the customer journey toward the purchase of a product or service. The Funnel, also
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Change the view for a better customer experience!

  • April 22
  • Customer Service

  Centralized View is Essential Most organizations manage an overwhelming array of customer communications. Everything from monthly marketing campaigns, renewals, bills, statements and notices, to

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Document Strategy Podcast Interview Brad Banyas about CloudCCM

  • April 01
  • Analytics

“The world is moving to a state where it is important to engage with your customers anywhere and everywhere.”  This is according to Cloud CCM

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Member and Customer Communications Management

  • March 31
  • Customer Service
Cloud CCM brings consolidation of print, better bulk rates, and increased control over messaging across all channels Financial institutions face the challenge of managing the cost
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It’s Time to Put Your Head (and your Business) in the Cloud

  • March 17
  • CRM Configuration

Experts tell us that 2014 will be a defining year for business and that technology evolution will be driven by the cloud. In the past

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Taking Customer Experience Beyond Simple Acquisition & Retention

  • March 04
  • Customer Service
Is your organization so intently focused on lead generation and customer acquisition that you are ignoring your most important customers…the ones you already have?  It
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Strategies For Financial Services Firms to Succeed

  • February 08
  • Sales
Cross-Channel Marketing Systems and strategies are needed for financial services firms to succeed Marketing professionals in the financial services industry face a number of challenges
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Data Integration is Essential for Cross-Channel Marketing

  • February 05
  • Analytics

  There is a lot of excitement about “cross-channel marketing” these days, and for good reason. For businesses today, engaging with customers across multiple channels

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Electronic Adoption Strategies & Best Practices

  • February 04
  • Analytics

Many organizations offer electronic statements, bills, renewals, notices and paperless correspondence to their customers. But despite advances in online technology, and in the face of

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366 Degrees – Marketing Made Easy!

  • February 04
  • Marketing

In the rush to gain new customers, companies often overlook their best customers…the ones they already have. While finding and attracting new customers is certainly

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