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FCC SERIES: EPISODE 18 - Shaping CRM success: The key to compliance and growth

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Manage episode 470515586 series 3555545
Content provided by ActiveProspect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ActiveProspect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join us for the next episode of our popular FCC Series and discover how to optimize your CRM for compliance, manage leads effectively, and leverage middleware platforms to enhance your business model. Explore how CRM platforms can be customized to manage permissions and maintain compliance for distributed retail branches, furthering legal safety and operational success.

In this episode, experts will discuss proven strategies for bolstering compliance before and after leads enter your CRM platform. Don't miss out on this essential discussion that will provide actionable steps to drive efficiency, compliance, and growth in your CRM ecosystem.

In this webinar, our panelists will cover:

  • Lead scrubbing and pre-CRM best practices
  • Compliance within CRM platforms
  • Middleware platforms: The key to seamless CRM integration
  • Optimizing distributed retail models with CRM solutions

Follow us:
Linkedin | Youtube | Instagram | Facebook | X

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 470515586 series 3555545
Content provided by ActiveProspect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ActiveProspect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join us for the next episode of our popular FCC Series and discover how to optimize your CRM for compliance, manage leads effectively, and leverage middleware platforms to enhance your business model. Explore how CRM platforms can be customized to manage permissions and maintain compliance for distributed retail branches, furthering legal safety and operational success.

In this episode, experts will discuss proven strategies for bolstering compliance before and after leads enter your CRM platform. Don't miss out on this essential discussion that will provide actionable steps to drive efficiency, compliance, and growth in your CRM ecosystem.

In this webinar, our panelists will cover:

  • Lead scrubbing and pre-CRM best practices
  • Compliance within CRM platforms
  • Middleware platforms: The key to seamless CRM integration
  • Optimizing distributed retail models with CRM solutions

Follow us:
Linkedin | Youtube | Instagram | Facebook | X

  continue reading

36 episodes

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