by Marilyn Prevatte | Apr 21, 2021 | Blog, Customer Relationship Management
In our recent article, Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement, we spoke about creating the ideal customer experience. With Dynamics 365, Microsoft builds the “relationship” in CRM. To recall, Microsoft Dynamics...
by XTIVIA | Mar 4, 2021 | Blog, Customer Relationship Management
Creating the ideal customer experience revolves around customer engagement. Whether you’re nurturing a current client or trying to close a deal with a new one, how well you’re engaging with them is paramount to changing the account to “closed...
by XTIVIA | Jan 19, 2021 | Blog, Customer Relationship Management
We recently published a blog looking at the relationship between Master Data Management (MDM) and Customer Data Platforms (CDP) and the never-ending journey toward data unification. Following that, we wanted to expand the conversation by discussing the relationship...
by Marilyn Prevatte | Dec 1, 2020 | Blog, Customer Relationship Management
Working from home has created a plethora of frustrated customers in this age of instant satisfaction. Your customers have high expectations, and it will only continue to escalate. Customers are continuously frustrated when they’re forced to repeatedly...
by XTIVIA | Nov 12, 2020 | Blog, Customer Relationship Management
Like most tools in Salesforce, List Views are an excellent tool for sales and account managers to use in automating some of the more tedious everyday tasks. Without wasting a whole part of your day building out reports for a single field, you can use List Views to...
by XTIVIA | Nov 5, 2020 | Blog, Customer Relationship Management
The expansion of technology into the healthcare field has lent itself to stronger patient-to-provider relationships. During a time when accessing patient information couldn’t be more important, having the right technology to integrate medical information across...
