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Transforming business intelligence with AI powered enterprise analytics
Easily find, demo, trial, or purchase trusted, proven solutions that can help increase ROI and expand the value of existing technology investments.
CRM and Business Development
Automated deal tombstone library
Experience management platform for pitch, proposal, and client intelligence automation
A consulting engagement to yield a comprehensive audit of data in the CRM system
Finance and Accounting
Customer analytics from your own sales transactions. Automated analyses and reports to help you keep and grow customers while lowering risk.
Relationships drive revenue. Client Sense helps your firm grow and protect your key client and referrer relationships.
CLIENTSFirst solves CRM data quality problems. We offer cost-effective, automated and manual data cleaning and management services and solutions to ensure that your data is clean, correct, current and complete. The TRUE Data Quality methodology includes: Testing, Researching & Reporting, Updating and Enhancing Data.
Research and Analysis
Provides sector focused client insights with the unique differentiator of AI-powered suggestions for what actions to take based on the insights.
All-in-one business messaging platform
Expand your audience with one global ecosystem.