CRM
CRM
Adding value with embedded analytics: A guide to embedding with Tableau
Imagine for a moment an HR Manager who needs to analyze employee retention datafor a pilot project. Where does she find the data? How does she analyze it? Is a full timeanalyst assigned the task, or a ticket submitted to IT? Business moves fast, and the HR Manager can’t wait days, or even hours, for … Continue reading “Adding value with embedded analytics: A guide to embedding with Tableau”
Read More
CRM
How Data Culture Fuels Business Value in Data-Driven Organizations
Organizations realize the full value of their data when they’re truly data-driven: When everyone—across all levels and roles—is empowered to make better decisions using data, every day with a Data Culture. Data Cultures make data available in the right form, at the right time, and with the necessary context to drive impact, moving business metrics … Continue reading “How Data Culture Fuels Business Value in Data-Driven Organizations”
Read More
CRM
Transform your data to differentiate from the competition with Tableau
Emerging technologies like artificial intelligence and machine learning have led financial services organizations to evolve. In the face of these disruptions, companies leverage massive volumes of data to transform processes and differentiate themselves from the competition. To drive effective strategy around growth, risk management, operations, and compliance, companies must have a scalable analytics strategy that … Continue reading “Transform your data to differentiate from the competition with Tableau”
CRM
The Data Driven Approach to Customer Experience in Banking
In a digital world, customers expect banks to connect all the dots and deliver omni-channel experiences that are seamless, personalized, and yes, delightful. Whether your customers visit branch locations or engage on mobile apps, it’s essential that at the enterprise level, you’re able to understand and anticipate their needs. Understanding your data is key to … Continue reading “The Data Driven Approach to Customer Experience in Banking”
CRM
How Salesforce Creates Value for its Customers
When a property rental company was looking for a solution that could provide them with a 360-degree view of their customers and at the same time support the organization in its global expansion strategies, Saberpoint implemented the Salesforce solution for them. This not only kept track of customer activities, but it also reduced the implementation time by … Continue reading “How Salesforce Creates Value for its Customers”
Read More
CRM
Successful CRM Implementation Best Practices: Step 5 – Reporting
In Saberpoint’s final installment in our ongoing series about successful CRM implementation best practices, in this article, we will take a deeper dive into our last topic in the series, which is reporting. Data migration Planning for people and teams Your process defining the application, not the application defining your process One bite at a … Continue reading “Successful CRM Implementation Best Practices: Step 5 – Reporting”
Read More
CRM
Successful CRM Implementation Best Practices: Step 4 – One bite at a time
Continuing Saberpoint’s ongoing series about successful CRM implementation best practices, in this article we explore our fourth topic in the series, one bite at a time. Data migration Planning for people and teams Your process defining the application, not the application defining your process One bite at a time Reporting CRM can do a lot. … Continue reading “Successful CRM Implementation Best Practices: Step 4 – One bite at a time”
Read More
CRM
Successful CRM Implementation Best Practices: Step 3 – Process
In this third installment of Saberpoint’s ongoing series about successful CRM implementation best practices, we will take a deeper dive into defining your process for success. Data migration Planning for people and teams Your process defining the application, not the application defining your process One bite at a time Reporting One of the common asks … Continue reading “Successful CRM Implementation Best Practices: Step 3 – Process”
Read More
CRM
Successful CRM Implementation Best Practices: Step 2 – Planning for People and Teams
In Saberpoint’s ongoing series about successful CRM implementation best practices, in this article we will explore our second topic, planning for people and teams: Data migration Planning for people and teams Your process defining the application, not the application defining your process One bite at a time Reporting It is important to remember that new … Continue reading “Successful CRM Implementation Best Practices: Step 2 – Planning for People and Teams”
Read More
CRM
Successful CRM Implementation Best Practices: Step 1 – Data Migration
Moving to a Customer Relationship Management (CRM), or Salesforce CRM, can be a daunting and seemingly overwhelming experience. However, with a few simple actions, you can make this a very digestible and successful process. In this article, we discuss some of the actions or best practices Saberpoint has developed during our years as a Salesforce … Continue reading “Successful CRM Implementation Best Practices: Step 1 – Data Migration”
Read MoreWhat can we help you with?
- CRM
Oracle NetSuite ERP
Shopify eCommerce
BI & Analytics
