Introduction Migrating from a legacy CRM to Salesforce is more than just a technology upgrade—it’s a strategic move that can redefine how your business engages
The financial services industry is undergoing rapid change. Customers expect digital-first, personalized service, while regulators demand strict compliance. Banks, insurers, and wealth managers must scale
Customer service doesn’t end when a case is closed. To truly excel, businesses must listen to customer feedback, learn from it, and act. Traditional surveys
Customer service is no longer just about agents answering calls—it’s about cross-team collaboration. Complex issues often require input from product, engineering, compliance, or field teams.
Even in the age of digital-first service, voice remains the #1 customer support channel. But traditional telephony systems are siloed, lacking integration with customer history
