In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and
In highly regulated industries like biotech and pharmaceuticals, quality control isn’t just a nice-to-have — it’s a mandate. For one of our clients, staying compliant
In our previous videos, we explored how to manage customer service cases, track claims, and assign tasks efficiently. Now, we’re wrapping up our miniseries with
Managing vendor claims is a critical part of ensuring smooth operations in the metals industry. Our latest video demonstrates how our custom-built CRM Case module