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 …
So here we are again with another discussion about CRM user adoption. It was only a few months ago that I wrote about how good leadership can increase user adoption, but a recent discussion we had with a prospect having difficulty getting his sales team to adopt the company CRM solution highlights another side of …
So, you’ve just bought a new enterprise CRM system. Congratulations. It’s a big step for any business, but it’s also only one step (admittedly, a crucial one) in the many steps required to get a new CRM system implemented and running smoothly.
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 …
When Do You Need CRM And Marketing Automation Software? Read More »
One 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 …
It 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 …
When 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 …
How Good Leadership Can Increase CRM User Adoption Read More »
Over 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 …
While we continually strive to provide useful, engaging, and insightful information about CRM, sometimes it’s good to go straight to the source. With that in mind, we’ve put together a collection of three great SlideShare presentations from some of the top vendors in the CRM industry to provide some useful tips and best practices for …
Tips From The Pros: 3 Helpful SlideShare Presentations From CRM Industry Vendors Read More »
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 …
Does Email Tracking Signal the End of the Cold Call Era? Read More »
Halfway 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 …
“You can lead a horse to water, but you can’t make it drink”. As it goes with horses, so it often seems to go with CRM systems. A common challenge we hear from clients and prospects is finding ways to maximize CRM user adoption.
Not 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
Your 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.
For part two of our Salesforce and Microsoft video comparison, we’ll be taking a look at some of the functionality used to import and organize leads. In part one of our series, we looked at logging a call and scheduling a follow up in a lead record, but before that can happen, leads first have …
Salesforce vs. Microsoft CRM Video Comparison – Part Two Read More »
It’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 …
Salesforce vs. Microsoft CRM Video Comparison – Part One Read More »
As 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 …
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 …
Hurry Up and Wait – Why Your Cloud CRM Seems Slow Read More »
One 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 …
Company
Latest from the blog
Organic Search – What You Need to Know as a Marketer
8 Website Issues That May Be Costing You Sales Leads
® 2020 CRM Switch. All rights reserved.
