CRM

Pipeline: Referral Tracking: a $350m Institution Case Study

2015-03-19T08:57:21+00:00

PIPELINE: REFERRAL TRACKING Objective: Automate tracking, measuring and reporting of pipeline activity within CallTrax. Analysis: This $350m financial institution had [...]

Onboarding: a $500m Institution Case Study

2015-03-19T08:58:37+00:00

ONBOARDING Objective: Enhance current onboarding strategies. Analysis: A $500m financial institution needed to refine their processes in order to effectively [...]

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