Entries by Matthew Vella

The 3 main reasons why Financial Institutions benefit from a CRM strategy

“Customer is the king” may sound like a cliché, but it has the ultimate mantra to the success of businesses, including financial institutions. Central banks, internet banks, credit unions, loan associations, mortgage companies, insurance companies, and the likes pay great attention to their customers because their existence depends on them. This is the reason customer […]

Features to look for in a CRM solution

Having a good CRM solution is a great way to streamline your business. It can enable you to boost sales by improving your customer engagement and retention rates. Among the various CRM solutions you can find in the market today, only some of them have those essential features which any business can benefit from. Let’s […]

Using CRM analytics to improve your business competitive advantage

Insights into customer data can give companies much-needed clarity about their sales performance. Not only sales but also marketing, product development and customer service rely on customer data. And there’s no better place to look for customer data than your CRM platform. The CRM software you use is chock-full of customer data. From contact information […]

Easily manage multiple touchpoints with customers through these business tools to create an omnichannel experience

Did you know marketers that used three or more channels to run any campaign could achieve a 287% higher purchase rate compared to those that used a single channel for their campaign? Also, purchase frequency is at least 250% higher on omnichannel compared to a single-channel experience. Let’s not forget, the average order value and […]

Five important CRM features that you can’t live without

Are you starting a new company? Maybe you’re in the process of digital transformation. One technology your company absolutely cannot ignore when you’re upgrading your technological prowess is the CRM system.  What is a CRM System?   A Customer Relationship Management (CRM) System is a technology that supports and supercharges all company-customer interactions. The various features in the […]