Kerry Millar is a Business Consultant at Achieva.ai, specializing in helping organizations leverage AI and technology to drive business transformation. With a focus on strategic planning and process optimization, she works closely with clients to unlock growth opportunities and improve operational efficiency. Kerry is dedicated to delivering innovative, data-driven solutions that position businesses for long-term success.
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5 Articoli
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Senior Business Consultant alle Achieva.ai
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Vive a New Jersey
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Dal New York
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Female
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Sposato/a
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18/12/1990
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Seguito da 1 people
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New on the Achieva.ai Blog!
Unlock the power of AI in your Salesforce ecosystem with this CIO-focused guide — covering everything from AI architecture and governance to readiness and implementation of best practices.
Learn how to:
Build a strong Salesforce AI architecture
Establish effective governance for responsible AI
Assess your org’s readiness before rollout
A must-read for tech leaders looking to drive smarter, safer, and more strategic AI adoption across their CRM.
Check out the full blog now! https://achieva.ai/blogs/cios-guide-to-salesforce-ai/
#SalesforceAI #AIForCIOs #CRM #DigitalTransformation #AchievaAI🌟 New on the Achieva.ai Blog! 🌟 Unlock the power of AI in your Salesforce ecosystem with this CIO-focused guide — covering everything from AI architecture and governance to readiness and implementation of best practices. 📌 Learn how to: 🔹 Build a strong Salesforce AI architecture 🔹 Establish effective governance for responsible AI 🔹 Assess your org’s readiness before rollout A must-read for tech leaders looking to drive smarter, safer, and more strategic AI adoption across their CRM. 🚀 🔗 Check out the full blog now! https://achieva.ai/blogs/cios-guide-to-salesforce-ai/ #SalesforceAI #AIForCIOs #CRM #DigitalTransformation #AchievaAI0 Commenti 0 condivisioni 49 Views 0 Anteprima -
Best Insurance CRM Software for Brokers, Agents, and Carriers in 2026
A comprehensive guide to insurance CRM software for brokers, agents, and carriers—covering must-have features (policy management, automation, lead tracking), top 2026 CRM options like InsuraCRM and Salesforce, plus selection tips to boost efficiency, customer service, and growth.
Read the blog: https://achieva.ai/blogs/insurance-crm-software-for-brokers-agents-and-carriers/Best Insurance CRM Software for Brokers, Agents, and Carriers in 2026 A comprehensive guide to insurance CRM software for brokers, agents, and carriers—covering must-have features (policy management, automation, lead tracking), top 2026 CRM options like InsuraCRM and Salesforce, plus selection tips to boost efficiency, customer service, and growth. Read the blog: https://achieva.ai/blogs/insurance-crm-software-for-brokers-agents-and-carriers/0 Commenti 0 condivisioni 47 Views 0 Anteprima -
Boost Workflow with NetSuite & Salesforce Integration | Achieva
Achieva’s NetSuite and Salesforce Integration helps unify your CRM and ERP systems, eliminating data silos and improving collaboration between sales, finance, and operations teams. By syncing customer, inventory, pricing, and financial data in real time, your business can quote faster, reduce manual errors, and gain better visibility across the entire order-to-cash cycle.
The service includes expert consultation, tailored setup, API configuration, automated workflows, staff training, and ongoing support — all aimed at streamlining processes and driving growth.
Get in touch: https://achieva.ai/netsuite-integration/Boost Workflow with NetSuite & Salesforce Integration | Achieva Achieva’s NetSuite and Salesforce Integration helps unify your CRM and ERP systems, eliminating data silos and improving collaboration between sales, finance, and operations teams. By syncing customer, inventory, pricing, and financial data in real time, your business can quote faster, reduce manual errors, and gain better visibility across the entire order-to-cash cycle. The service includes expert consultation, tailored setup, API configuration, automated workflows, staff training, and ongoing support — all aimed at streamlining processes and driving growth. Get in touch: https://achieva.ai/netsuite-integration/0 Commenti 0 condivisioni 89 Views 0 Anteprima
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