Isn’t This What My CRM Is For? Why Agents Need Workflow Management Software
Vistio
DECEMBER 19, 2022
So although CRMs or central databases are useful for informing agents about a customer’s history with a company, they often overwhelm agents and don’t necessarily help them complete their jobs. CRMs don’t tell agents how to solve a problem. “If a customer calls in with a problem, the CRM doesn’t tell the agent how to solve it.
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