Daryn Reif, Author at CRM Switch

Why Your Marketing Content Needs Calls to Action

October 16, 2020January 7, 2019 by Daryn Reif

While running a successful digital marketing campaign is often a complex and challenging task, the basic premise of how it all works is actually quite simple. Businesses produce and publish content that is useful and valuable to their target audience, and in each piece of content there is an inducement to take further action. That inducement is called a ‘call to action’, or CTA.

If you’re not using a CTA on your business’s website, blog posts, newsletters, white papers, and other digital marketing materials, you’re likely missing out on a significant amount of new business.

How To: Connecting Salesforce to Google Sheets

March 16, 2020January 4, 2019 by Daryn Reif

Google recently released an add-on for Google Sheets, the company’s cloud-based spreadsheet offering. The add-on allows Sheets to integrate with the Salesforce CRM platform. This new functionality opens up a range of options for data management and analysis that was previously cumbersome to accomplish.

Three Fundamental Types of CRM Systems

October 13, 2019January 3, 2019 by Daryn Reif

When it comes to the CRM selection process, it can be easy to get caught up in all the sales hype, features fascination, and cost comparisons. Knowing that your business needs a CRM system is a huge first step. But before you send out a single RFP, or meet with your first prospective vendor, it’s important to also know what type of CRM system is right for your organization.

CRM And Marketing Automation: What’s The Difference?

October 4, 2019December 3, 2018 by Daryn Reif

If you’re confused about the difference between customer relationship management software (CRM), and marketing automation software, you’re not alone. While sales and marketing are two of the most fundamental aspects of any enterprise, the number of tools available to facilitate them has skyrocketed over the last several years.

Even though CRM and marketing automation are designed to make working with your company’s leads and customers easier, there are several key differences between the two systems that are important to understand in order to use each effectively.

How To Handle CRM Haters

October 4, 2019November 26, 2018 by Daryn Reif

The single greatest challenge for employers who have recently deployed a new CRM system is getting people to use it.

While there are things that can be done during the planning and deployment phase of the process to improve user adoption, there will inevitably be some resistance to using CRM no matter how well executed your implementation strategy is.

The 5 Step CRM Implementation Strategy

October 4, 2019November 18, 2018 by Daryn Reif

Maintaining relationships with customers can be challenging. With or without a CRM system, some businesses will always be better at it than others. Maintaining good relationships is not something that happens automatically. It’s not something that can be fully automated.

What a CRM system will do, however, is make maintaining your relationships easier and more organized. To get to that part though, your business will need a rock-solid CRM implementation strategy. Success with CRM starts long before any users log in. Your entire organization (ideally) will need to be involved to ensure the system’s success.

The following five steps are here to illustrate, in broad strokes, each phase of the process that we walk our own clients through when doing a new CRM implementation.

CRM Selection For Your Business: Seven Proven Steps

February 8, 2021June 28, 2017 by Daryn Reif

CRM selection has become more difficult over the last several years, as many vendors have upped their game. They playing field has become more level.

While healthy competition ultimately benefits all organizations, an abundance of choices make it more difficult for those tasked with selecting the right CRM solution for their company to achieve the optimal outcome.

What is a CRM Scorecard (and do I need one)?

October 4, 2019August 19, 2016 by Daryn Reif

Whatever you call it–scorecard, report card, feature matrix–there are certainly lots of variations on the theme. The underlying idea is to provide a method of comparing, apples-to-apples, two or more software solutions.

For the purposes of this post, we will define a CRM scorecard as a catalog of important factors to be measured.

In terms of the evaluation of CRM solutions, my experience has proven that the only effective scorecard is a custom CRM scorecard. Why? Because your company’s workflows, business rules, and priorities are different than others.