The Best CRM For Financial Advisors Canada
Top CRM for Financial Advisors Canada Managing client relationships is critical for financial advisors, especially when trust, personalization, and confidentiality are the cornerstones of the...
Beyond Email: Exploring the future of sales communication
Discover how the future of sales communication is evolving beyond email with real-time collaboration, AI-driven tools, and data-powered personalization. Learn how Maximizer’s Microsoft integrations are leading the way for smarter, more efficient sales teams.
Beyond Spreadsheets: Advancing sales technology in manufacturing
Learn the pivotal role of manufacturing sales leaders in adopting sales technology and staying competitive in the industry.
Enhancing Client Connections: The power of text messaging for financial advisors
Learn about the benefits of integrating SMS text messaging with CRM systems to enhance financial advisor client connections and streamline communication processes.
What Is The New Customer Journey? (And How to Master It)
So, this week we address a fundamental question: what is the New Customer Journey and why is it so important?
Ultimately, it is about understanding your customers in the digital age. It’s about adapting to the changing way that they are behaving, and it’s about your company acknowledging that the journey they take from initial interest in your products and services to the point of purchase has changed radically in the last five years.