Tagged - CRM

Build a Chatbot Proof of Concept

Lay the groundwork for a successful chatbot proof of concept while keeping business goals up front by implementing the proper metrics, gathering requirements for chatbot...
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Chatbot POC Communication Plan

Use this tool to communicate and market the launch of the chatbot to your organization and stakeholders.

Chatbot POC RACI

Use this template to record the roles and responsibilities of your chatbot support team.

Marketing & Advertising Customer Relationship Management Technology Report

Marketing & Advertising Customer Relationship Management Technology Report

Local Government Customer Relationship Management Report

Local Government Customer Relationship Management Report and Review

Prepare Your Organization to Successfully Embrace the “New Normal” Storyboard

Many of the organizational changes wrought by COVID-19 are here to stay: enact a plan to adapt to them successfully.

Salesforce Finishes FY20 on a Stellar Note and Increases FY21 Revenue Guidance

After another impressive quarter, Salesforce announced full-year 2020 results that exceeded expectations. Also announced were Keith Block’s departure, Gavin Patterson’s...

Salesforce Acquires Vlocity for $1.3 Billion, Doubling Down on Industry Focus

While completing a record FY2020, Salesforce announced the acquisition of Salesforce Ventures–funded Vlocity, a leading provider of industry-specific cloud and mobile...

Kustomer Raises $60M to Transform Its Omnichannel CRM Platform

SaaS-based customer relationship management company Kustomer announced that it has raised $60 million to improve customer support experience by providing buyers’...

Salesforce Rolls Out Customer 360 Truth to Better Tackle Data and Identity

Salesforce recently announced during Dreamforce 2019 the introduction of Customer 360 Truth. The product aims to stitch together customer information from marketing,...
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