Implementing CRM
4 Questions To Consider Asking Your CRM Consultant
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
May 29, 2014
Recent Posts
CRM Integration
CRM And Quickbooks Integration
For two decades, QuickBooks has been the dominant accounting software for small and mid-size businesses. Since it requires no formal accounting training to use, and
May 15, 2014
CRM Features
How Does Facebook Fit In CRM?
On the surface, Facebook & CRM are aimed at opposite groups: people connecting with friends vs. salespeople managing opportunities. However, CRM is built on the
May 8, 2014
Buying CRM
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
April 29, 2014
Enterprise CRM And User Satisfaction
Having CRM, using CRM, and being happy with CRM are all very different, yet related, topics. One of the hardest aspects of a CRM system
April 24, 2014
CRM Integration
Using Google Workspace with Enterprise CRM
It’s hard to beat web applications when it comes to convenience and flexibility, especially for a mobile sales force. And when it comes to web
April 22, 2014
CRM Strategy
The Difference Between B2B and B2C Customer Service
Whether your business is focused on B2B, B2C, or a combination of the two, it’s important to understand some of the key differences between them.
April 17, 2014
CRM Features
3 Examples Of Workflow In CRM
Your enterprise CRM system has a lot of features designed to streamline your business processes — some of which you may not have explored yet.
April 10, 2014
Implementing CRM
Examples Of CRM Dashboards
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
April 8, 2014
CRM Security
Why Two-Factor Authentication Is Important For CRM Security
As cloud CRM becomes more popular and as businesses come to increasingly rely upon it to store vital company and customer information, the issue of
April 1, 2014
Marketing Automation
The Evolution of Marketers’ Relationship to CRM
For many years, the CRM decision making process was driven by the needs of the sales and customer service departments and of management. At one
March 27, 2014