Acquiring new customers and retaining existing ones is critical to your company's success. Delivering excellent customer service is dependent on the ability to access key data in e-mails, support tickets, contracts, or other documents as well as to derive actionable insights from this information. It is therefore crucial that your ECM platform can fully integrate with your CRM system to ensure that everyone has access to key information.
This includes essential customer data and interactions ranging from master files, contracts, and invoices through to lead data captured by sales staff or customer service employees. The result: lower costs, more transparency, and streamlined internal processes. This ultimately benefits the people that matter most — your customers.