Whitepapers

CRM First: Laying the Groundwork for Outcome Focused Customer Engagement

Most sales & service organization find themselves with a hodge-podge of different systems, applications and procedures. Every sale, every deal, becomes way too complicated, creating unnecessary delays and errors. They wish they could start all over with a clean sheet of paper and do it right the next time.

Well, welcome to the world of true omnichannel engagement, powered by CaféX and Microsoft Dynamics 365 with Live Assist. But don’t take it from us, here’s Sheila McGee-Smith’s whitepaper on how the leaders in CRM & customer engagement combined forces to make it happen for district m...