Posts Tagged ‘CRM’

According to a recent survey conducted by Gartner, it was revealed that a significant misconception exists among marketers regarding the function of Customer Relationship Management (CRM) systems as Customer Data Platforms (CDPs). Surprisingly, 51% of marketers mistakenly believe that their CRM system also can serve as a CDP*. This points towards a common misunderstanding surrounding […]

Contributors: Bill Dry, Gopal Kuppuswamy Why is Personalization Important? Congratulations on your decision to personalize the service and support interactions you have with your customers.  Customers expect it, and there are measurable benefits.  Also, many studies support your decision to personalize including these: Sailthru’s 2022 Retail Personalization Index reports that 71% of customers believe personalization […]

What is a CRM System, and Why Use One? A Customer Relationship Management (CRM) system is a powerful tool for businesses looking to grow better. It refers to strategies, processes, and technologies businesses use to manage their interactions with customers and potential customers. CRM aims to improve customer satisfaction, increase customer loyalty, and ultimately drive […]

The Challenge Implementing a Customer Relationship Management (CRM) system can be a major undertaking for any organization, and it’s important to have a clear strategy in place to ensure success. Microsoft Dynamics 365 CRM is a powerful tool that can help businesses streamline their operations and better manage customer interactions. Still, it’s important to approach […]

With new regulations and increasing access to data, healthcare organizations (HCOs) have a lot to balance to keep pace with ever-changing consumer expectations. With an understanding of what’s next for the healthcare industry, HCOs can more strategically prioritize investments. As we approach the new year, we expect the following six trends to drive the healthcare […]

This article is dedicated to retrieving different data values available on Dataverse tables using client-side scripts such as JavaScript. This technic would be very helpful to extend model-driven form out-of-box functionality to meet the real-time business requirement, such as implementing complex business rules validations, making form fields hide/show, manipulating datatypes values, and many more. Now […]

When you deliver targeted content across all channels, you boost the loyalty and lifetime value of your consumers. After gathering essential data about your consumers and site visitors, it’s time to execute your personalization strategy. Step 1: Integrate Data Sources to Create a 360-Degree View Your healthcare audience may not understand how they receive personalized […]

Personalization challenges often relate to data. Data drives the solutions needed to deliver personalized experiences, making your data practices and governance a critical piece of the puzzle. Unfortunately, more data doesn’t necessarily create more value. What’s more important than how much data you have is knowing when to leverage data (Gartner). Here are a few […]

Recently, in honor of International Women’s Month, Perficient hosted a roundtable “Mastering Manufacturing with Experts”, with female manufacturing experts to discuss top trends in the manufacturing industry. Our panelists included Megan Glasow – Director, Salesforce Solution Delivery at Perficient, and speakers Melissa Busen – Director of Digital Product Management at Caterpillar; and Elizabeth Barry – […]

Perficient and IBM recently partnered with BWG Connect to conduct a survey of 100+ healthcare professionals exploring technology adoption in the post-pandemic environment. Experts from these organizations joined a roundtable discussion to review what is top of mind for healthcare organizations in 2022 based on the responses to this study. The panel was moderated by […]

Payers are transforming processes, technology, and teams to better attract, retain, and engage consumers, yet siloed data and disparate point solutions continue to challenge momentum. Our thought leaders in CRM and digital health, Michael Porter and David Allen, recently addressed these challenges in a session titled “Improve Outcomes, Drive Growth, Boost Experiences: Pragmatic, Revolutionary CRM” […]

A New Solution for the Contact Center Pre-integrated with Amazon Connect, Powered by Salesforce Service Cloud Voice seamlessly enhances your Salesforce Service Cloud investment with telephony. By bringing together voice communications, digital channels, and CRM data, you equip your agents with smart and streamlined service to provide your customers with a great phone experience from […]