Customization

5 Ways Data Silos Are Holding Your Team Back (and How to Fix Them)

The truth is, a CRM alone isn’t a magic solution. Without the right strategies and implementation, those silos can persist—even with the best tools. Let’s dive into what’s going wrong, how data silos are holding your team back, and how to finally break them down for good.

How to Set Up Your Real Estate CRM: A Step-by-Step Guide

If you’ve landed here, you already know why a CRM is critical for your real estate agency. What you need now are practical tips to set it up for success. Most articles stop at the "why" of CRMs—but we're going to focus on the "how." Let’s dive into actionable steps and examples to customize your CRM and make it work for you.

CRM Hygiene: How a Tidy System Powers Big Results

Struggling with a cluttered CRM? Our latest blog dives into the essentials of CRM hygiene—how to organize your system, streamline processes, and keep your data fresh to drive better results and team efficiency.

3 Ways to Leverage Customer Complaints to Boost Customer Retention and Brand Reputation

Imagine being able to take the sting out of criticism and transform it into a springboard for your brand's success. Customer complaints are never just problems; they’re like a litmus test for overall customer satisfaction. If we retrain ourselves to view them as opportunities they are a chance to listen, pivot, and create unforgettable customer experiences that drive loyalty and growth. Here's how to make complaints work for you.

How Small Businesses Can Drive Marketing Success (with AI-powered CRMs)

Ever feel like you’re running on a marketing treadmill? You’re working tirelessly, but your SMB can’t keep up with the big players. Traditional marketing strategies drain your budget and time, and your competition seems to have all the high-tech tools in their arsenal. Ready to learn how to unleash the power of AI for your small business? Read on.

The Future of Call Center Technology: What Managers Need to Know

Is your call center technology keeping up with the times? Rising customer expectations and relentless technological advancements are changing the call center as we know it — and fast. Gartner predicts that by 2025, four out of every five customer service organizations will use generative AI to enhance agent performance and better meet customer expectations.1 Falling behind on trends like these could mean longer wait times, frustrated customers, and, ultimately, lost revenue. That’s why we’re here to clue you in. Below, we explore five predictions for how technological advancements will shape the future of call centers.

Revolutionizing Call Centers: The AI-Powered CRM Transformation

Juggling a growing influx of leads, providing personalized service across multiple channels, and maintaining high customer satisfaction can feel like an endless balancing act. But artificial intelligence (AI) is transforming the call center industry by offering innovative solutions to these challenges and others. AI-powered customer relationship management (CRM) and CRM platforms are at the forefront of this transformation — with many call center leaders already using AI tools to improve efficiency, return on investment (ROI), and more.1 In this article, we look at five ways AI is influencing CRM and redefining call centers.