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ProjectWise Design Integration Forum What solution do you use for customer relation management?
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    What solution do you use for customer relation management?

    Nancy Vinci
    Offline Nancy Vinci over 2 years ago

    Hey all,

    I recently started working at a start-up company that offers financial service. With rising customer expectations and intense competition rampant my firm is looking forward to implementing a CRM system. As every other financial service business, we also face the routine work of lead generation, sales, marketing and customer retention which is important to growth. So, the need to automate customer-facing processes while improving visibility and communication is inevitable. We are considering for a long-term use and investment as dealing with customers and mounting paper can be a daunting task. So, we want the transition to be smooth too.

    I’ve been taking the online reviews and testimonials into consideration, but these are not the only factors to consider if you’re thinking of long-term investment. But I am thinking of getting a customer relation management solution suggested by one of my friends. So, I’d like to get some insights and suggestions on the brand and the other customer relation management solution based on your experiences. I’d like explore my options before moving forward.

    Since we don’t have much time to waste, I’d love to hear from you as soon as possible.

    Thanks in advance!

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    • Arnold Cloony
      0 Offline Arnold Cloony Wed, Jun 15 2022 7:50 AM

      I worked with mydock365 about two years ago, though I can't say I'm satisfied 100%. I encountered small bugs to be fixed, and their customer support never replied to emails.  
      Now, I work with Asana, and the data provider is globaldatabse. Asana is great from all perspectives:
      1. Affordable price
      2. Quick answers and professional customer support
      3. Serious approach to new suggestions from the clients
      As I said above my data provider is globaldatabase. They have a full spectrum of services linked with crm data enrichment- data gathering/renewal and its synchronization.
      In conclusion, choose carefully the companies you want to develop your business.

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    • Arnold Cloony
      0 Offline Arnold Cloony Wed, Jun 15 2022 7:50 AM

      I worked with mydock365 about two years ago, though I can't say I'm satisfied 100%. I encountered small bugs to be fixed, and their customer support never replied to emails.  
      Now, I work with Asana, and the data provider is globaldatabse. Asana is great from all perspectives:
      1. Affordable price
      2. Quick answers and professional customer support
      3. Serious approach to new suggestions from the clients
      As I said above my data provider is globaldatabase. They have a full spectrum of services linked with crm data enrichment- data gathering/renewal and its synchronization.
      In conclusion, choose carefully the companies you want to develop your business.

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    • Fill Smith
      0 Offline Fill Smith Mon, Dec 12 2022 6:15 AM in reply to Arnold Cloony

      thanks a lot for help! I can recommend you an excellent review for checking website backlinks - https://ninjareports.com/best-backlink-checker-tools/. This will help you develop your placement strategy based on competitors and analysis of both your own web site and others.

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