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When it comes to business relationships, specifically between a salesperson and client, frequent communication is critical. But distance and time can make face to face communication unrealistic. A salesperson or business development professional must have...
Part 1 in a 4 Part Series In the coming weeks, we will discuss the strengths and weaknesses associated with various engagement tools that businesses use today including voice, email, SMS, and social media. This debate has been at the center of business...
The Provider of Choice on Wall Street Since its birth in 1997, Client Instant Access has acquired a long list of the most impressive Wall Street banks as clients. But how could one company quietly build so many strong relationships with major banks? The...
Recently, Cisco has halted the sale of and stopped supporting the Unified Application Environment 8.5, a major dialer for banks and callers. This has forced some companies to look for a different dialer, one particular with better compliance. Client Instant Access’s...
The Integrated CRM Dialer from Client Instant Access has a wide variety of uses across scores of industries. Here are some of the best uses. 10. Travel Agencies: Travel agents can use a CRM Dialer to communicate with large client lists about different kinds of deals...
Recently, the European Commission revised legislation that regulates firms who provide services to clients linked to financial instruments, including shares, bonds, and derivatives. Known as Markets in Financial Instruments Directive 2 (MiFID 2), the regulations...
Join Client Instant Access @ Javits Center next Thursday, December 15th for an exciting day! Learn more about Client Instant Access Products and how they can boost your salesforce experience. Experience New Products Up Close: Learn more about the latest Salesforce...