Every customer success story made us who we are. As a matter of fact, you and I, we're a culmination of all the stories we know, including ours. Tune into the Zoho CRM Podcast for insightful conversations with customers and industry experts who share their stories, ideas, and pro-tips on sales and management. Hosted by multiple talents at Zoho CRM, catch up on the latest business events, tech updates, and more with our handpicked guests, every month.
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The deep dive you need to thrive, your Podcast from 1 Cloud Consultants, bringing you insights, best practices, and real-world stories from the heart of the Zoho community.The deep dive you need to thrive!
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Analysis of the latest CRM industry news. Discussions about CRM best practices and how to succeed with CRM.
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Podcast con sugerencias y tips de CRM, CX, Ecosistemas, Marketing, Ventas, Servicio, Omnicanalidad, Datos, Comunidades y Redes Sociales (Customer Relationship Management). Ediciones: Cápsulas de Customer Engagement - temas de ecosistemas de CRM Conversaciones de CRM - charlas con colegas, amigos y lideres en la industria Tomando Café con Jesús Hoyos - nos tomamos un café con líderes de proveedores de CRM LinkedIn: https://www.linkedin.com/in/jesushoyos/ Hablemos: https://calendly.com/jesusho ...
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A space for advocates of small business, supporters of buying local, and business/ nonprofit leaders to share knowledge, collaborate and gain valuable information. This community is for small business owners, nonprofit leaders, and advocates of local economies everywhere. Together we will strengthen local economies, keep dollars in our community, and stay competitive against large corporations. This community is committed to advocating for small businesses and supporting local economies. Ple ...
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Welcome to Pulse on Productivity, the go-to podcast where we dive deep into the world of CRM solutions, business automation, and the secrets behind operational excellence. We’ll explore innovative strategies and share expert insights to help you streamline your processes, enhance productivity, and ultimately, transform your business results. Whether you're looking to optimize your CRM system, integrate powerful automations, or just get a little more organized, you’re in the right place. Let' ...
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Being an entrepreneur and business owner is tough, the long hours, the evenings and weekends, and even more frequent, the constant second-guessing of your decisions. Join Kasey, also known as "The Automatic Entrepreneur" as he explores what it's like running and operating a Small Business with owners all over the world. Each episode explores how the guest started, what drove them to start, how they operate, and what tools, tips, and tricks they use to operate their business in an efficient w ...
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Welcome to Broadley Speaking Sales Academy. This is a podcast series which aims to help marketing and sales people with actionable advice deriving from our experience of over twenty years in B2B sales and marketing.
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How to Motivate & Manage Outside Sales in an Uncertain Economy
28:20
28:20
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28:20Steve Benson, CEO and Founder of Badger Maps talks about how businesses can manage their outside sales in an uncertain economy. He highlights how modifying your messaging and sales strategy alongside empowering your sales people with the right tools can help businesses get ahead of their competition in a challenging economy. Tune in to learn more! …
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Zoho y el Mercado de América Latina #ZohoDay25
33:54
33:54
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33:54Podcast grabado en el evento de analistas de Zoho 2025 en Austin, Texas. #zohoday25 Podcast de CRM: https://podcast.cx2advisory.com/episodes/ Zoho y el Mercado de América Latina Carla Garcia y Fernando Sotelo discuten el crecimiento y las operaciones de Zoho en América Latina durante este episodio del podcast en Austin, Texas, especialmente hablamo…
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1 Cloud Consultants - ZUG cast - The Zoholics UK Awards Podcast
8:47
8:47
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8:47Welcome to the podcast that is the deep dive you need to thrive. In this ZUG Cast we explore the exciting categories that spotlight the incredible achievements of Zoho users across the United Kingdom. We'll explore the essence of each award, from the AI Trailblazer, recognising those boldly integrating Zoho's AI capabilities like Zia in Analytics, …
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La evolución de la inteligencia artificial en la industria del CRM
36:26
36:26
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36:26La evolución de la inteligencia artificial en la industria del CRM. Jesus discute los desafíos y oportunidades que surgen con esta transformación, así como la importancia de la calidad de los datos y la convergencia de tecnologías en el futuro del CRM. El CRM del futuro será como charlar con tu computadora: pides algo con voz o texto y la IA lo res…
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Jennifer Noonan, VP and GM of CX and IPMC Business Units at Infor, joins Steve and Sam to discuss the evolution of Infor CRM SLX (formerly SalesLogix) and its role in industry-specific digital transformation. Jen shares how Infor’s vertically aligned strategy enables the delivery of tailored ERP and CRM solutions to manufacturing, distribution, and…
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Episode 9 - Zoho Creator Updates: The Future of AI, Low-Code, and Business Automation
19:19
19:19
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19:19AI and low-code platforms are changing the way businesses operate, making automation easier and more accessible than ever. In this episode of Pulse on Productivity, we dive deep into Zoho Creator’s role in this transformation, discussing AI-driven development, seamless OpenAI integrations, and the future of business automation. Join us as Bharat fr…
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Episode 11 - Zoho Mail Deep Dive: Unlocking Hidden Features for Maximum Productivity
19:32
19:32
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19:32In this episode of Pulse on Productivity, we take an in-depth look at Zoho Mail—one of the most underrated tools in the Zoho ecosystem. Join us as we uncover powerful features, from seamless task management and built-in collaboration to advanced integrations with Zoho CRM, Desk, and more. Discover how Zoho Mail outperforms traditional email solutio…
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Episode 16 - Running a Country Like a Business: Understanding Canada’s Economic Challenges
43:07
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43:07In this episode of Pulse on Productivity we take a unique approach to analyzing Canada’s current economic and political landscape by viewing the country as a business. From rising housing costs and immigration policies to bureaucracy and financial deficits we discuss how leadership decisions impact everyday citizens. By breaking down key economic c…
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Episode 17 - Why CRM Implementations Fail
26:12
26:12
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26:12Most CRM implementations fail—not because of the software, but because of the process. In this video, we reveal the top reasons CRM projects go wrong, from lack of user adoption to poor planning and weak leadership. Discover the common mistakes and how to avoid them to ensure your CRM delivers real results.…
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Episode 7 - Finding the Perfect CRM to Transform Your Business
31:47
31:47
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31:47Selecting the perfect CRM can feel overwhelming, but it doesn't have to be. In this episode, we explore the critical factors for choosing the right CRM, avoiding costly pitfalls, and ensuring seamless implementation. Learn how to evaluate your business needs, navigate customization options, and prioritize key features like APIs, security, and scala…
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Imagine creating complex business reports without writing a single line of code. In this episode of Pulse on Productivity, we explore how AI-driven analytics in Zoho Analytics is changing the game. From ChatGPT-powered queries to automated dashboards, discover how business owners can unlock powerful insights with just a few clicks. No developers, n…
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Episode 13 - The Key to Business and Career Growth
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27:05
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27:05In this episode of Pulse on Productivity, we explore the power of value—how it shapes careers, businesses, and success itself. Join us for a thought-provoking conversation on why value is the ultimate currency in business, the key differences between high earners and struggling professionals, and how young entrepreneurs can break through barriers. …
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Episode 15 - Starting a Business the Right Way from Strategy to Execution
14:36
14:36
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14:36In this episode of Pulse on Productivity we break down the essential steps to starting a successful business. Many entrepreneurs focus on tools like websites and social media, but true success comes from having a solid strategy. We discuss how to define your audience identify the right marketing approach and set measurable goals for growth. If you'…
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Episode 6 - Mastering CRM, Business Automation, and Operational Excellence
12:18
12:18
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12:18Discover how CRM solutions and automation can revolutionize your business operations. This podcast dives into strategies, success stories, and expert advice to help you streamline processes, save time, and maximize ROI. Learn how to enhance productivity, improve customer experiences, and drive your business forward with the right tools and techniqu…
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Episode 18 - How to Win Local Customers with Reviews & Google Visibility
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11:15Local businesses live and die by Google visibility. In this episode, we explore why local search optimization and online reputation management are essential for growth—and how most businesses are getting it wrong. Learn how to get more 5-star reviews, dominate the Google Map Pack, and streamline your strategy with Amazing Marketing Solutions. Wheth…
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Episode 14 - Employee or Business Owner Deciding the Best Path to Success
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18:09
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18:09In this episode of Pulse on Productivity we explore whether it's better to be an employee or a business owner. Many believe entrepreneurship is the only way to build wealth, but the reality is not so simple. We discuss why some employees earn more than struggling business owners, the risks of running a business and the key traits that determine suc…
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Episode 12 - Zoho Workplace Over Google: A Smarter Choice for Businesses
18:29
18:29
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18:29In this episode of Pulse on Productivity, we dive deep into why businesses are making the switch from Google Workplace to Zoho Workplace. From cost savings to powerful built-in apps like Zoho Mail, WorkDrive, and Zoho Connect, we explore how this all-in-one suite enhances collaboration, security, and efficiency. Learn about seamless email migration…
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Episode 10 - Zoho Contracts: Contract Management and Automation
23:02
23:02
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23:02In this episode of Pulse on Productivity, we dive into the world of contract management with Zoho Contracts. Learn how this powerful tool goes beyond Zoho Sign to streamline contract creation, approvals, negotiations, and compliance. Discover how businesses can manage NDAs, sales agreements, and procurement contracts efficiently while integrating s…
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Episode 5 - Pulse on Productivity ft.Andre Ankri
27:48
27:48
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27:48In this episode of Pulse on Productivity, we chat with Andre Ankri of UTS Group about overcoming challenges in business automation and CRM integration. Discover how automation streamlined operations, boosted productivity, and saved time, while uncovering the strategies behind building a customized CRM from scratch. Andre shares insights on employee…
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Expanding Horizons: Supporting and Learning in Our Local Business Community
17:46
17:46
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17:46In this episode, we dive into the resilience of small business owners navigating downtown construction and expanding their presence. Brit’s Blooming Boutique shares exciting updates, including new locations in Crawfordsville, Brazil, Rockville, and even an out-of-state venture in South Haven, Michigan. We discuss the importance of supporting local …
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Empowering Small Businesses with Health Insurance Insights
42:58
42:58
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42:58Join Vince from Distinct as he sits down with Aaron Miller, Director of Operations at Iconic Insurance, to explore his entrepreneurial journey, insights into the health insurance industry, and how small businesses can benefit from customizable and affordable health coverage options. Discover practical strategies, valuable lessons from startups, and…
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ZohoDay25: Hablando de Inteligencia Artificial con un poco de sentido común - #zohoday25
15:38
15:38
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15:38Durante el evento de analistas de #ZohoDay25 volví a encontrarme con Esteban Kolsky e hicimos un podcast sobre temas de sentido común sobre los primeros pasos para implementar IA, la estrategia, los costos y las expectativas. Está conversación se basa en la presentación y demo de Raju Vegesna sobre como Zoho esta incluyendo la IA en toda su platafo…
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Is your organization ready for CRM? Sam and Steve discuss the ten readiness statements from CRM Switch's online calculator: https://crm-readiness-calculator.crmswitch.com/By Steve Chipman & Sam Biardo
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¿Tu CRM Está al Día? Auditoría para Evitar Costos Ocultos
19:36
19:36
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19:36Este episodio del podcast presenta a Jesús Hoyos y Meliza Barroso discutiendo sobre auditorías de CRM, específicamente dentro de Salesforce. Abordan los problemas más comunes que surgen durante implementaciones existentes, enfocándose en deudas técnicas, funcionales, de datos y de procesos. Los ponentes resaltan la importancia de comprender los sis…
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The Rise of A Fungus Amoung Us: A Small Business Success Story
41:00
41:00
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41:00In this episode of the Small Business Squad, we sit down with Amy Rednauer, owner of A Fungus Amoung Us, a first-generation mushroom farm in Spencer, Indiana. What started as a small home experiment during the pandemic has grown into a successful business supplying fresh and dehydrated mushrooms, seasonings, extracts, and even mushroom coffee to lo…
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In this episode, discover how simple, consistent video content can revolutionize your business. Learn why video is essential in today's digital landscape, how it builds relationships at scale, and why anyone can start creating impactful content without fancy equipment or complex editing. We'll dive into creative tips, strategies to overcome mental …
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In this episode of CRM Talk, Steve Chipman and Sam Biardo discuss AI agents and their impact on business. They talk about how AI agents have evolved from basic IVR functionality to sophisticated business tools. Steve mentions Greg Eisenberg's insights about various types of agents (acquisition, research, content, and community agents) and how they'…
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AI in CRM: Initial and Hidden Costs, ROI, and Implementation Strategies
29:29
29:29
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29:29Los Costos Iniciales y Ocultos al Implementar IA en un Ecosistema de CRM: El Arte y la Ciencia de Entender, Calcular y Medir los costos de IA. Este episodio de Conversaciones de CRM fue creado usando Google NotebookLM y Descript a base de este artículo en mi blog: https://www.cx2advisory.com/blog/los-costos-iniciales-y-ocultos-al-implementar-ia-en-…
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10 Ways CRM Implementations Fail - Avoiding Mistakes With 30 Recommendations
35:41
35:41
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35:41¿Por Qué Fallan las Implementaciones de CRM? 10 razones y 30 recomendaciones. Este episodio de Conversaciones de CRM fue creado usando Google NotebookLM y Descript a base de este artículo en el blog de Solvis Consulting: https://www.solvisconsulting.com/blogs/post/Por-Qu%C3%A9-Fallan-las-Implementaciones-de-CRM-10-razones-y-30-recomendaciones#gsc.t…
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Building Connections, Community, and a Thriving Business with Heather Taylor
36:52
36:52
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36:52Discover how Heather Taylor turned challenges into opportunities, becoming a successful business owner with a focus on connection and community impact. Hear her inspiring story about starting from scratch, navigating hurdles, and leading with purpose. Watch now to learn the keys to growth, resilience, and making a meaningful difference. #BusinessLe…
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Turning Passion into Purpose: Kayla Brennan's Journey with Afterglow Aesthetics
24:08
24:08
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24:08Kayla Brennan, founder of Afterglow Aesthetics in Greencastle, IN, followed her drive to improve lives and opened a space where people feel renewed inside and out. She brings a personal touch to wellness, offering everything from energy-boosting vitamin therapies to beauty treatments that inspire confidence. Discover her story of resilience, balanc…
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El Arte (y Ciencia) de Presupuestar un Ecosistema de CRM
21:55
21:55
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21:55El Arte de Presupuestar para un buen CRM #capsulasdecustomerengagement #podcastdecrm #solvis¿Estás presupuestando un CRM?https://www.cx2advisory.com/blog/estas-presupuestando-un-crmCinco componentes para auditar tu Customer Technology Stackhttps://www.cx2advisory.com/blog/cinco-componentes-para-auditar-tu-customer-technology-stackCómo Contratar y R…
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¿Porque debes de tener un Programa de Mentoría para tu equipo de CRM / CX?
1:01:22
1:01:22
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1:01:22En este episodio de #ConversacionesDeCRM, hablamos sobre la gran importancia de poder capacitar a tu talento humano en todo sobre CRM, soft skills y temas técnicos con un Programa de Mentoría. Junto con varios participantes del Programa de Becarios/Mentoría, conversamos sobre los beneficios de tener esta mentoría.#solvis #podcastdecrm #crm #pmo #co…
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Salesforce Foundations: Maneja la relación del cliente desde el inicio
16:44
16:44
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16:44Salesforce Foundations es el nuevo framework de Salesforce que ofrece marketing, ventas, servicio, comercio, AI (AgentForce) y manejo de datos del cliente (Data Cloud) todo bajo una sola plataforma.Salesforce Foundations ahora requiere administradores del ecosistema centrados en la relación con el cliente, en lugar de gestores de departamentos indi…
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Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the changes and trends in CRM implementations over the past few years. The key points discussed include the shift towards low-code/no-code platforms, the transition from on-premise to cloud-based solutions, the reduced need for developers and increased reliance on business an…
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¿Por Qué Los AI Agents Van A Fallar Con Tú CRM?
30:19
30:19
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30:19¿Por qué los AI Agents van a fallar con tú CRM? Jesus Hoyos nos habla de los recientes anuncios de Salesforce y HubSpot, entre otros CRMs y el impacto en implementar los AI Agents con el CRM.#capsulasdecustomerengagement #podcastdecrm #solvisCalidad de Datos: https://podcast.cx2advisory.com/search/?q=calidad+de+datosEs probable que los agentes de I…
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Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the high-level differences between these top CRM vendors. Topics include: Vendor Overviews Scope and Complexity of Business Needs Extending the CRM Database Native vs. Integrated Marketing Functionality The Consultant Ecosystems The HubSpot & Salesforce App Marketplaces Freem…
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Colabora en Zherpa.ai con otros freelancers de Zoho #conversacionesdecrm
39:20
39:20
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39:20Miguel Angel Arce regresa al podcast para explicar como Zherpa.ai y su arquitectura descentralizada de nodos ayuda en la colaboración de consultores de Zoho tanto para empresas como para partners.Podcast anterior sobre Zherpa.aihttps://podcast.cx2advisory.com/zherpaai-comunidad-para-consultores-de-zoho-conversacionesdecrm/Podcasts sobre Zoho:https:…
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Superchat: A Conversation About Using Messaging To Engage Customers
46:42
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46:42Superchat is a messaging CRM that is focused on channels like WhatsApp providing collaboration between employees and customers. They have more than 4,000 customers around the world. While they originally come from Germany, they also have customers in Latin America, one exciting use case is that of Yaya Delivery in El Salvador: https://www.superchat…
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