MFM and Creditsafe Lunch & Learn Series
September 23 Automating Data Integration-How to Add Business Data into Your Existing Marketing, Sales and Customer On-Boarding Systems Overview: Are you planning to automate data elements into your customer onboarding and approval process? Would you like to add more business information data to your Marketing/CRM system, sales pipeline system and Credit application or customer approval workflow? This session will cover the basics of integrating business data into your existing systems. The presenters will show you how it works, what to expect, what questions to ask and unique ways to integrate business information to add more value to the systems and platforms you already have. This session is not full of technical jargon but will give you an explanation of some of the terminology that may come up as you consider data integration. Leaders:
This session is not CPE eligible. Deadline to Register: September 22
Questions? Contact [email protected] |