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7 Ways to Show Appreciation to Your Clients and Boost Retention

CSM Magazine

Financial advisors can maintain important client information by installing crm for financial advisors software and use this platform to personalize automated messages and still deliver genuine human interactions through the system.

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10 Tips for a Better Customer Service Experience in Telesales

CSM Magazine

How to do it: Set reminders: Use a CRM system to track follow-up dates. How to do it: Attend training sessions: Take advantage of workshops and seminars. How to do it: Use CRM systems: Keep track of customer interactions and preferences. Personalize messages: Reference previous conversations to maintain continuity.

Tips 52
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Minneapolis Saint Paul Business Journal Honors Calabrio CFO — Jenny Kray

Calabrio

Jenny also lent her pragmatic viewpoint to Calabrio’s platform integration and buy-versus-build M&A strategies, which helped us more than double our recurring revenue from 2016 to 2019.

Financial 130
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In Choosing a CRM, Company Culture Reigns King

CSM Magazine

When deciding on a CRM application—or for just about any software application—many companies consider “service” to be synonymous with “ease of use” . When selecting a CRM, look around and see how other customers and company teams respond to it. Hold company training seminars. Simplicity.

CRM 52
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Minneapolis / St. Paul Business Journal Honors Calabrio CFO — Jenny Kray

Calabrio

Jenny also lent her pragmatic viewpoint to Calabrio’s platform integration and buy-versus-build M&A strategies, which helped us more than double our recurring revenue from 2016 to 2019.

Financial 100
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Twin Cities Business Journal 2019 Chief Financial Officer (CFO) of the Year—Calabrio’s Jenny Kray

Calabrio

Jenny also lent her pragmatic viewpoint to Calabrio’s platform integration and buy-versus-build M&A strategies, which helped us more than double our recurring revenue from 2016 to 2019.

Financial 100
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15 Customer Retention Strategies for Long-Term Customer Loyalty

Comm100

Relationship Marketing, an aspect of Customer Relationship Management (CRM), is the term used to describe the focus on the customer’s experience over boosting short-term metrics like acquisition and sales. Try creating materials like: Seminars/Webinars. Relationship Marketing Strategies. Special Reports. White Papers. Newsletters.