Change the sales rep experience, improve the customer experience

October 3, 2018

The first CRM launch truly changed the way sales were managed. We went from tracking customers on spreadsheets (and even in rolodexes) to tracking them and their attendant opportunities with software. It wasn’t long before reps started to feel the purpose of a CRM was more about preserving their contacts for their replacement than it was about making their lives easier. After all, back then it wasn’t much easier than updating a rolodex!

Spotlight

Railz

Railz provides a single API to all major accounting software (QuickBooks, Xero, Sage, etc.) service providers and enables on-demand access to financial transactions, analytics, insights and reports on Small Business customers. Our solution suits any lender, financial institution, accounting firm, auditor and tech developer that requires financial data on its Small Business customer for the purpose of reviewing a credit application or assessing the financial health of a business.

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WHY HOMOGENEOUS ERP LANDSCAPE IS THE PREFERRED CHOICE FOR MODERN ENTERPRISES?

whitePaper | May 31, 2022

Today, companies more than ever are searching for technology solutions that will support their digital transformation strategy in order to land on the right side of change. For the most part, digital transformation strategies are about leveraging technologies to realize some efficiencies in your organization; from streamlining business processes and achieving operational productivity to improving the experience of your employees, customers, suppliers and all other stakeholders

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Spotlight

Railz

Railz provides a single API to all major accounting software (QuickBooks, Xero, Sage, etc.) service providers and enables on-demand access to financial transactions, analytics, insights and reports on Small Business customers. Our solution suits any lender, financial institution, accounting firm, auditor and tech developer that requires financial data on its Small Business customer for the purpose of reviewing a credit application or assessing the financial health of a business.

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