SugarCRM

NOVEMBER 26, 2024

Seeking a solution that could centralize data, streamline workflows, and boost productivity, Azimut Direct turned to SugarCRM, a customer relationship management (CRM) platform known for its powerful automation and integration capabilities. Alessandro M., See the SoftwareReviews report. Learn More 2.

Sales 52

Sales CRM Data Entry Customer Relationship Management 52

Lightico

APRIL 4, 2024

Here’s where Intelligent Document Processing (IDP) for Auto Finance , elevates the role of the credit analyst, & emerges as a game-changing technology. Accuracy at Scale – Building a Foundation for Informed Decisions Human error is an inevitable part of manual processes and data entry.

Finance 75

Finance Artificial Intelligence Compliance Data Entry 75

SugarCRM

MARCH 24, 2025

What we'll Cover: How Epicor ERP Can Also Support Your Customer-Facing Teams If your business relies on Epicor ERP, you already know how valuable it is for managing operations, inventory, and finance. But did you know that the same data that powers your business processes can also help improve sales and customer service?

Sales 26

Sales Finance Artificial Intelligence Data Entry 26

SugarCRM

MARCH 24, 2025

What we'll Cover: How Epicor ERP Can Also Support Your Customer-Facing Teams If your business relies on Epicor ERP, you already know how valuable it is for managing operations, inventory, and finance. But did you know that the same data that powers your business processes can also help improve sales and customer service?

Sales 26

Sales Finance Artificial Intelligence Data Entry 26

Retently

AUGUST 22, 2024

Try NetSuite – Retently Zap Zoho Zoho is a versatile suite of cloud-based applications that manage everything from CRM to finance, email, project management, and customer support. Quote Approved : Sends a survey when a quote is approved, assessing the sales process.

NPS 78

NPS Invoicing Touchpoint Start-ups 78

SugarCRM

DECEMBER 28, 2023

They realized that one way of tackling those challenges would be through a CRM deployment. However, with a company offering specialist services to an impressive number of customers, an average, run-of-the-mill CRM would just not cut it. With that came a lot of data redundancy that wasn’t doing the company any favors.

Data Entry 26

Data Entry Artificial Intelligence CRM Finance 26

Hodusoft

DECEMBER 30, 2022

Integrating CRM tools creates a flexible ecosystem to consolidate a company’s data from various departments, such as sales, marketing, finance, and more, into a single system. For instance, it automates data entry, contact management, meeting scheduling, etc. Employees can later access it on any web-enabled device.

Data Entry 52

Data Entry Business Operations Finance Actionable Insights 52