6 Ways to Convince Your CFO to Invest in Customer Data Operations
Most enterprises invest in CRM to establish a shared repository for the vital—and valuable—customer data gathered in the ordinary course...
Moving to the Cloud: A Simple Way to Eliminate Tech Debt?
When it comes to timely technology improvements, the price of doing nothing is high. Consider Southwest Airlines. After decades in...
Data Observability: The Essential Path to Data Quality—and Data Trust
In the world of data, it can be challenging to stay abreast of the lightning-fast evolution as yesterday’s burning concern...
Data For Everyone: An Organizational Approach to Eliminating “Silo Vision”
If you’ve ever experienced tunnel vision—where you become so fixated on a single idea that you simply can’t see anything...
Why Consumer-Grade Apps Are Essential For Advisor Retention and Success in Financial Services
There’s a good reason financial services customers have some of the highest service standards of any industry: their wealth is...
Cloud Migration for Your Customer Data: Is It Finally Time to Make Your Move?
Compelling Cost Savings, Increased Security, Flexibility, and Reliability Are Tipping the Scales Toward Cloud Migration. In today’s data-driven business environment,...
Salesforce Outlook Plugin is Being Retired: Alternatives and Replacements
Salesforce and Outlook are two indispensable applications used by multiple businesses nowadays. However, with the upcoming retirement of the Salesforce...
Effortlessly Capture and View Outlook Email Conversations in Salesforce
Creating a Unified View of Customer and Deal Data. Sometimes, it’s worth taking a step back to focus on customer...
Riva RevOps Essentials: Connecting Salesforce to Office 365 and Exchange
Facing the CRM/Email Divide If your enterprise relies on Salesforce, there’s a good chance that’s not the only platform your...
5 Key Reasons Why Customer Retention Leads to More Revenue
Long-Term Customer Retention: Data Is the Key From an ROI standpoint, there’s no contest: dollar-for-dollar, the resources your enterprise directs...