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CRM integration: What it is, why is it essential, and 4 key integrations

Insightly

JANUARY 19, 2022

You likely want all of the integrations right now, but how do you decide which to prioritize? This approach will simplify processes and provide a clear roadmap to help you determine and prioritize what integrations will deliver the best ROI and limit scope creep during the building sessions. Finance and accounting.

CRM 104
CRM Prioritization Decision-making Onboarding 104
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Shared Inbox 101 + The 7 Best Shared Inbox Tools

Help Scout

MAY 25, 2021

Save time and effort with workflows, tags, and saved replies Your customer service team members are most valuable when they’re spending time understanding your customers’ problems and solving them — not when they’re clicking around in a messy inbox sorting emails. For example: Automatically assign billing issues to the finance team.

Software 104
Software Software Finance Customer Knowledge 104
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