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AdviceTech Podcast 95 – CRM Special

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AdviceTech Podcast 95 – CRM Special

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In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 General 0.1 Total CPD Points: 0.60

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