PeopleMetrics

FEBRUARY 13, 2025

Modern AI-driven VoC platforms can integrate directly with CRM or point-of-sale systems via APIs, making it easier to get the right feedback to the right people at the right time. AI-generated insights need the same scrutinyif youre using AI to summarize customer feedback, Legal may want to ensure responses dont introduce compliance risks.

VOC 109

VOC Legal AI Sentiment Analysis 109

ECXO

AUGUST 19, 2024

Data Privacy and Compliance : Adhering to data privacy regulations while collecting and analyzing customer data can be complex. Salesforce (USA) : Multivariate testing optimizes the CRM platform, refining user experience and driving higher adoption rates.

Customer Experience 369

Customer Experience Customer Journey Map Net Promoter Score B2B 369

Zendesk

OCTOBER 12, 2021

All that constant communication is made possible in part by Customer Relationship Management (CRM) technology. Sales reps use CRM systems to capture every interaction, keep contact info up to date, and manage accounts of all sizes. We’ve created a CRM buying guide that covers the following key factors: Table of contents.

CRM 98

CRM Outlook Sales Social Media 98

eglobalis

SEPTEMBER 16, 2024

However, using CRM systems and customer analytics, businesses can track customer behavior and tailor interactions to their specific needs. Globally , integrating a global digital platform with features like multilingual support and region-specific compliance tools will ensure consistency and efficiency across markets.

B2B 407

B2B Customer Experience Touchpoint B2C 407

ECXO

APRIL 24, 2024

Comprehensive Solutions Enterprise-Level Needs: These companies offer comprehensive solutions that address various business processes, including CRM, ERP, and SCM. Trust and Security: Large organizations prioritize security and compliance, areas where SAP, Oracle, and Salesforce have demonstrated competence.

CX 317

CX B2B Compliance Sales 317

Callminer

MAY 12, 2020

Compliance Features. Software that comes with a full-featured compliance tool set eliminates potential headaches where legal benefits and other important requirements are concerned. CRM solutions help to connect the dots between the many moving parts of your company’s customer interactions.

Compliance 182

Compliance CRM Legal Customer Relationship Management 182

ECXO

DECEMBER 4, 2024

HubSpot : As a CRM platform, HubSpot frequently rolls out new tools and features. Strategic Orientation : Aligning with clients’ business goals and helping them optimize long-term outcomes, such as efficiency, safety, and compliance.

Manufacturing 156

Manufacturing Customer Satisfaction Net Promoter Score B2B 156

SugarCRM

DECEMBER 10, 2017

Any company, regardless of its geographical location, that processes the data of EU residents needs to ensure they are in compliance with GDPR mandates. To achieve compliance, a number of processes and procedures must be put in place when it comes to handling the data of any EU residents. Next generation CRM.

Compliance 50

Compliance CRM Customer Journey Map Customer Relationship 50

Zendesk

MAY 11, 2022

This is a step beyond what a traditional CRM has offered. Legacy CRMs are an acknowledged nucleus for many customer contact points, but these solutions only track interactions at specific moments in time, without providing the full context of what was shared. Do better business with conversational CRM. The proof is in the data.

CRM 98

CRM B2C Compliance Customer Relationship 98

Customer Experience Matrix

NOVEMBER 5, 2009

Summary: Marketing automation and CRM systems may eventually converge, but for now marketers need help explaining why they need a system of their own. People still don’t understand the difference between marketing automation vs. CRM. Will Marketing automation and CRM remain separate? Vendors take note.

CRM 85

CRM B2B Compliance Sales 85

Hodusoft

APRIL 24, 2025

The insurance companies that don’t have integrated CRM systems, struggle to provide personalized service. Seamless Access to Key Customer Data Integrated CRM systems within insurance call center software give agents real-time access to customer data, including policy details, purchase history, and previous interactions.

Contact Center 52

Contact Center Customer Retention Data Entry CRM 52

Intercom, Inc.

AUGUST 30, 2022

Brex makes it simple for founders and startups to manage spending and ensure compliance. There are global compliance and payroll hurdles that make things super complex. HubSpot – CRM. Brex – Corporate cards. For small startups, hiring internationally can be intimidating.

Compliance 163

Compliance Finance Engineering Start-ups 163

ECXO

JULY 26, 2023

Ensure that the solution integrates seamlessly with your existing technology stack, including CRM, marketing automation, and data analytics tools. Data security and compliance should be prioritised to protect sensitive customer information.

Predictive Analytics 296

Predictive Analytics Education CX Touchpoint 296

Fonolo

MAY 13, 2021

This refers to your call center management platforms, CRM platform, and any other software essential to running your operation. Security compliance and auditing. These are important for maintaining compliance with laws and regulations surrounding the contact center industry. Need we say more? Variable overheads.

Contact Center 129

Contact Center Compliance CRM Technology 129

CommBox

DECEMBER 17, 2024

addition to adding new seamless integrations, like the Zendesk Integration , weve added the ability to customize and edit the CRM Integration workflows , resize iFrame within Salesforce , leverage sub-channel level integrations and more. Plus, we achieved PCI SAQ D compliance For Merchants.

Innovation 52

Innovation AI Compliance Engineering 52

SugarCRM

MARCH 21, 2018

At times, GDPR compliance has seemed like a major inconvenience and nothing more. For the CRM industry our challenge is different. Companies that use CRM must also understand that it’s critical to put policies in place so that valuable personal data about their customers is never compromised. If so, I understand.

CRM 51

CRM Compliance Government 51

Logicalware

JUNE 20, 2022

This allows companies more flexibility to adopt new technologies or security solutions to achieve compliance. The PCI Pal suite is extremely well received by our customers who need a seamless, cloud-based solution that can be integrated with existing payment service providers, gateways and CRM solutions. PCI DSS v4.0

Compliance 52

Compliance Finance Omnichannel CRM 52

CommBox

APRIL 30, 2025

Agentic platforms should integrate easily with your CRM, CCaaS, ERP, and marketing systemsenabling cross-platform CX. Secure by design with PII controls, audit trails, and enterprise-grade compliance (ISO, SOC 2, HIPAA). Ensure the platform has built-in controlsPII masking, ethical escalation paths, and transparent auditability.

AI 52

AI CX Compliance Government 52

SugarCRM

SEPTEMBER 10, 2024

For business continuity and customer service, a customer relationship management (CRM) system is essential. But not all CRMs are the same. When choosing CRM software, we have one of two choices: a bespoke CRM (AKA a custom CRM) or an off the shelf CRM (out of the box). What we'll Cover: What Is Bespoke CRM?

CRM 49

CRM Invoicing Predictive Analytics Manufacturing 49

SugarCRM

MARCH 22, 2018

This leads us to CRM. What does a CRM system do? With so much personal data being collected, stored and accessed inside the system – you really need to trust your CRM vendor. It’s not just about meeting regulatory compliance. our goal isn’t to make product enhancements just so organizations can get in compliance.

Compliance 53

Compliance Innovation CRM Legal 53

Lightico

DECEMBER 14, 2022

They can be saved in the agent’s CRM with a complete audit trail, and customers can optionally download a copy for themselves. Compliance teams can easily review the documents as they are stored in one digital location. They eliminate ambiguity, ensuring that customers see the precise terms that apply to them.

Compliance 52

Compliance Legal CX CRM 52

Intercom, Inc.

JULY 16, 2022

Whenever a company collects data on a customer – whether it’s in a point of sale (POS) or customer relationship management (CRM) system, a website or social media interaction, an email or customer service communication, or any other channel – all that information can be aggregated and stored in a customer data platform (CDP). .

E-commerce 118

E-commerce Social Media Compliance Construction 118

SurveySensum

DECEMBER 27, 2024

By leveraging intelligent workflows and automation , Vertice also enhances customer experience by improving visibility, ensuring compliance, and making the entire purchasing journey smoother and more transparent. CRM From an internal viewpoint, its useful for your employees to have a solid understanding of your customers.

Technology 52

Technology Technology Artificial Intelligence CX 52

SugarCRM

APRIL 13, 2018

While sales and customer service teams live inside the CRM on a daily basis, it’s the IT department that is responsible for executing a successful deployment plan, and for the vital function of integrating the CRM with other tools like email and your ERP. The CRM must scale – We get it. The CRM must scale – We get it.

CRM 49

CRM Compliance Sales Customer Service 49

SugarCRM

JANUARY 8, 2018

With the wide range of different CRM solutions on the market, it can be challenging to figure out exactly which one is right for your business. Have you ever wondered what factors you should focus on as you’re going through a CRM evaluation, and as you’re talking to different CRM vendors?

CRM 46

CRM Compliance Government Sales 46

Comm100

JUNE 23, 2022

Security & compliance . Comm100’s complete security compliance is one reason why many universities and colleges choose to use its live chat software. Comm100’s complete security compliance is one reason why many universities and colleges choose to use its live chat software.

Compliance 98

Compliance Education CRM Healthcare 98

SugarCRM

DECEMBER 4, 2017

Outdated and cumbersome, legacy CRM systems typically provide you with simple storage of customer data, and a few relevant fields and tasks for sales to follow up on. Simply put, legacy CRM systems are not up to today’s business standards, and they don’t fit the needs of most people in the modern workforce.

CRM 50

CRM Artificial Intelligence Compliance Sales 50

Comm100

JANUARY 20, 2022

Security and compliance. For the sake of your organization and your customers, always begin your omnichannel search by evaluating the security and compliance of the platforms on your shortlist. Platforms that meet these compliances demonstrate a commitment to data security by adhering to rigorous guidelines and policies.

Omnichannel 98

Omnichannel Compliance Social Media Healthcare 98

Lightico

DECEMBER 30, 2021

Compliance: Insurance is a highly regulated industry. Cost of onboarding: The operational and processing costs of traditional insurance onboarding processes can add up, from following up with customers, to reading compliance scripts, to manually collecting documents. Why Use Automated Workflows for Group Onboarding. Instant Consent.

Compliance 104

Compliance Start-ups Touchpoint CRM 104

Hodusoft

JULY 19, 2023

Features such as automatic call distribution , IVR, and CRM integration make call routing more efficient, enable personalized communications, and give agents access to customer data which results in faster resolution to inquiries and improved customer satisfaction. Prioritize features that meet your precise business needs.

CRM 98

CRM Compliance Customer Satisfaction Artificial Intelligence 98

PeopleMetrics

JANUARY 25, 2018

Because the market dictates that supply and demand drive the costs of these engagements, the precipitous increase in cybersecurity compliance requirements across many industries (e.g. An often overlooked area of compliance that comes into play with NIST 800-171 standards is the Customer Relationship Management ( CRM ) system.

Education 78

Education Compliance Government CRM 78

Callminer

FEBRUARY 21, 2018

Without call center monitoring, quality assurance can suffer, customer satisfaction inevitably wanes, and compliance issues can arise. Lauren Stafford is a Digital Publishing Specialist at Discover CRM. Call centers can forget about the importance of implementing a system that integrates well with their current CRM solution.

Contact Center 210

Contact Center CRM Technology Technology 210

Retently

AUGUST 5, 2024

Integrating NPS into their CRM or incorporating CSAT into their helpdesk system helps them streamline operations and save costs. It also integrates seamlessly with popular SMB CRM systems and email marketing platforms. Its Salesforce integration means your feedback data flows smoothly into your CRM.

NPS 105

NPS B2B Net Promoter Score Actionable Insights 105

Callminer

MARCH 30, 2020

Keep Agents Active With or Without CRM Access. Your organization’s agents can be scheduled over a far more diverse range of time slots, potentially allowing limited teams to achieve close to 24×7 uptime.

Contact Center 207

Contact Center Customer Relationship Management CRM Customer Relationship 207

Comm100

OCTOBER 13, 2024

Dani Milkova added that AI is becoming the bridge between customer relationship management (CRM) and player support. Real-time personalization, driven by AI, allows operators to target each player’s unique habits and preferences, creating experiences that were previously unattainable with human-only systems.

Gaming 52

Gaming AI Social Media Compliance 52

Hodusoft

JANUARY 30, 2025

Moreover, its flexibility ensures seamless integration with existing business tools and CRM systems, enabling businesses to adapt to changing needs without interruptions. It helps businesses record, store, and analyze conversations for better documentation, compliance, and decision-making.

Contact Center 52

Contact Center Omnichannel Social Media Retail 52

SugarCRM

DECEMBER 12, 2024

We recently spoke with Jagadish Bandhole , CEO of Mobileforce, to learn more about how their CPQ solution enhances operations and workflows in enterprises across various industries, and why they chose SugarCRM as one of their main CRM partners to provide a seamless solution for managing the entire sales process, from leads to contracts.

Compliance 26

Compliance CRM Manufacturing Sales 26