CRM Features
CRM At The Point Of Sale
Often, CRM is discussed in the context of direct marketing, e-commerce, and B2B sales. In these situations, salespeople are generally at a desk or working
August 12, 2014
Recent Blog Posts
CRM Strategy
3 Steps To Ensure CRM Data Accuracy
To be useful to your business, CRM data must have two essential qualities: accuracy and accessibility. Without both qualities, whatever data you’ve collected (or think
August 7, 2014
CRM Support
CRM and Customer Self Service
Customer self service (CSS) can be an important companion to a CRM system. CSS allows customers to perform many standard tasks, such as setting up
August 5, 2014
Marketing Automation
Pardot vs. HubSpot – A Marketer’s Experience
Marketing automation software has rapidly become the “other half” of many businesses’ core enterprise customer relationship management solutions, complementing and integrating with CRM. Unlike the
August 4, 2014
CRM Strategy
Preparing for Your Next CRM System
There are a lot of reasons why your business may be considering switching to a new CRM system. No matter how good a particular CRM
July 24, 2014
CRM Training
Using CRM And Understanding Why CRM Is Useful
Ok, so you’ve managed a successful CRM implementation, things are running smoothly, and you’re collecting a lot of new data. Thanks to a comprehensive CRM
July 17, 2014
Buying CRM
Misunderstanding the CRM Seller to Buyer Relationship
It’s not uncommon for CRM buyers to feel a sense of surprise when they discover the true nature of their relationship with a CRM vendor.
July 10, 2014
CRM Strategy
CRM User Adoption: A Directive, Not Discretionary
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
June 24, 2014
Marketing Automation
Marketing Automation And User Satisfaction
Enterprise marketing automation software is becoming increasingly popular and for many has become a crucial component of their enterprise toolkit. With its ability to create,
June 17, 2014
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
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