Author Archives: Eduard Moraru

Customer Engagement needs automation. Here’s Why

It sounds counter intuitive: why would you consider automation when customer engagement is all about connecting with customers in meaningful ways? Isn’t automation impersonal? Wouldn’t a personalized, one-on-one approach be key to successful customer engagement? In fact, many firms (particularly in insurance, banking and wealth-management) rely on agents and advisors to build relationships with their […]

7 Reasons Why You Need a Salesforce Document Generator

Salesforce document generator

When you’re trying to improve your company, streamlining your sales operations is always part of the process. Learning the ins and outs of customer service software tools will help you get the results that you are looking for. Nothing lets you get the most out of your CRM like a reliable Salesforce document generator. To learn […]

7 Ways to Format a Marketing Newsletter That Will Reel Investors In

The first mass email campaign was sent in 1978. There were around 400 recipients. Yet, despite the fact that marketing newsletters have been in use for over 40 years, it’s still effective. That might have something to do with the fact that there are over 3.8 billion email users worldwide. And that number is expected […]

Taking your first steps in becoming a Customer Engagement Manager

customer engagement manager

There are over 7000 Customer Engagement Manager jobs in the US alone posted on LinkedIn at the time of this writing and that should come as no surprise: customer engagement is a really hot topic these days! To be successful, you will require strong project management and communication skills. Take the first steps by learning the what, […]

8 Tips For Choosing and Using the Best Business Document Creator

document creator

Bruce Springsteen once said “Sustaining an audience is hard.” Likewise, maintaining your customer base can be a challenge. McKinsey & Company describe the three C’s of customer satisfaction. They include customer-journey consistency, emotional consistency, and communication consistency. Studies show that document challenges account for a 21.3% loss in productivity. Organizations may see a revenue loss of $19,732 per […]

Are you a Digital Experience Leader?

Can you imagine trying to conduct business these days without having a website?  I don’t know anybody that can! The Internet has become such a prevalent way to connect with customers that even companies that traditionally relied on face-to-face interactions like Goldman Sachs or Louis Vuitton had to bow to the new reality. Today, most […]

How to Create a Bank Statement Template: Your Step-By-Step Guide

bank statement template

Increasing workplace efficiency is no easy feat in the first place. It’s essential that you’re strategic at every level of operations to prioritize productivity. When it comes to your banking statements, there’s no exception. That’s why it’s in your best interest to develop a useful bank statement template. After all, you’re going to be using […]