Pardot vs. HubSpot – A Marketer’s Experience

HubSpot vs Pardot - A Marketer's Experience

Marketing automation software has rapidly become the “other half” of many businesses’ core enterprise customer relationship management solutions, complimenting and integrating with CRM.

Unlike the market for enterprise CRM, in which there is a wide range of opinion about the perceived value of various enterprise solutions, the market for enterprise marketing automation software has a group of close competitors that each offer high quality products and all of which are well regarded within the enterprise community.

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When Do You Need CRM And Marketing Automation Software?

When Do You Need CRM And Marketing Automation Software?The decision to add CRM and/or marketing automation software to your business is an important consideration, and one that should be carefully evaluated before either type of system is purchased.

Depending on which solutions are chosen, integrating CRM and a marketing automation platform can present a fresh set of challenges, and so it’s a good idea to clearly understand the purpose of each one individually, and the goal of having the two systems working together.

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6 Examples Of How To Use CRM Dashboards

6 Example Of How To Use CRM Dashboards

6 Example Of How To Use CRM DashboardsOne of the most common requirements we hear about when speaking to businesses that are beginning, or in the midst of, a CRM evaluation is “dashboards”.

It’s not an unreasonable requirement by any stretch — all major enterprise CRM vendors offer dashboards of some type — but a dashboard in and of itself is not a true requirement. The real requirement is what kind of information a dashboard should display.

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Don’t Buy CRM Based On Buzzwords

Don't Buy CRM Based On BuzzwordsIt happens to the best of us. Though the CRM buying process is very different than buying consumer products, one of the common denominators is the tendency of both vendors and salespeople to pitch their products with buzzword-heavy lingo. When we, as buyers, get caught up in the pitch and start relying on fancy language and the occasional bit of sales hyperbole, it’s easy to get carried away and make a purchase that’s not entirely based on our needs.

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How Good Leadership Can Increase CRM User Adoption

How Good Leadership Can Increase CRM User AdoptionWhen a business makes the decision to purchase a new CRM solution, or upgrade an existing one, that decision almost always comes from executive management. It may come as the result of feedback and requests from employees, but ultimately it’s up to the company’s leadership team to take action.

Where things sometimes get snagged is what happens after that initial decision has been made. The end goal of implementing a CRM solution is

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The Fundamental Function Of CRM Software

The Fundamental Function Of CRM SoftwareOver the last several weeks and months, we here at CRM Switch have written a lot about various aspects of the CRM industry: vendors, product histories, migration to and from various systems, integration with a variety of other types of software, and more.

But one thing that we haven’t discussed in awhile, and a topic that should be revisited on a fairly regular basis, is the fundamental purpose and function of CRM software for a business and it’s users.

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Does Email Tracking Signal the End of the Cold Call Era?

Does Email Tracking Signal the End of the Cold Call Era?

Does Email Tracking Signal the End of the Cold Call Era?Sometimes the best indicators of where things are headed at the intersection of business and technology are our own evolving habits and processes as employees. As 2013 winds to a close, I’ve noticed a trend: the shrinking number of outbound phone calls in my CRM activity log from month to month.

It wasn’t too long ago–maybe even just a few years–that it was unthinkable that a professional salesperson could be effective at their job without constantly being on the phone

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7 Simple CRM Housecleaning Tips

7 Simple CRM Housecleaning TipsHalfway through Q4, and with the holiday season quickly approaching, a lot of B2B and non-retail related businesses often find things starting to slow down a bit.

During this winter doldrums period, rather than taking a few extra trips to the coffee maker, now is a great time to take advantage of the lull and do some CRM housekeeping.

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The 5 Worst Alternatives To Buying CRM

The 5 Worst Alternatives to Buying CRM

The 5 Worst Alternatives To Buying CRMNot every business needs, or will benefit, from CRM. They are few and far between, but they do exist. Other businesses don’t realize how much they would benefit from it, or sometimes don’t know what it is at all, and continue to miss a great opportunity

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4 Ways To Feed Your Starving CRM System

4 Ways To Feed Your Starving CRM System

4 Ways To Feed Your Starving CRM SystemYour CRM system is hungry. Right now, it’s hungry. It’s always hungry. For data. If you’re a sales or marketing manager, you probably spend a considerable portion of your time trying to figure out how to keep the system fed.

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Salesforce vs. Microsoft CRM Video Comparison – Part One

Salesforce vs. Microsoft CRM Video Comparison

Salesforce vs. Microsoft CRM Video ComparisonIt’s no secret to anyone beginning a new CRM evaluation that Salesforce and Microsoft Dynamics CRM are two of the most popular products available on the market today. On our own website, our most popular blog posts month after month are comparisons of the two solutions. Our Salesforce & Microsoft CRM comparison report is the most downloaded report we offer by a very wide margin.

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5 CRM Implementation Myths

5 CRM Implementation Myths

5 CRM Implementation MythsAs those who have been through the CRM selection process know, once a particular solution has been decided on, there’s still a lot of work left to be done before a new system goes live and is ready to use. While careful planning, evaluation, and detailed specifications will go a long way in making the process easier, there are a host of new decisions to be made when it comes time to begin the CRM implementation process.

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Hurry Up and Wait – Why Your Cloud CRM Seems Slow

Cloud CRM - Does it Seem Slow?It’s always great to hear a CRM success story. We get to hear a lot of them, and are fortunate to often be a part of some of those stories. Of course, CRM isn’t a silver bullet for every business, and sometimes even the eventual path to success has some bumps in the road and a wrong turn or false start along the way.

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Five Ways to Avoid CRM Lead Stagnation

CRM Lead Stagnation

CRM Lead StagnationOne of the biggest challenges for a sales team working with a CRM system can be managing and keeping track of leads and maintaining consistent follow up. Too often, inconsistent lead management can result in sales staff staring at lists of hundreds (and sometimes thousands) of leads with no clear way to keep track and prioritize them.

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