01-May-2021
By: SS&C Salentica
Customer facing processes like onboarding a new client and delivering a service, are often time-consuming and error-prone. Business owners understand that in order to grow sustainably, they must standardize and automate them. While CRM Workflows promise efficient and consistent service, implementing them can be daunting. However, when the best practices are followed and pitfalls avoided, streamlining the front end of your business can be much easier than you’d expect.
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