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CRM Usage Policy
Why You Need a CRM Usage Policy

Does your company need a CRM Usage Policy? The answer is unequivocally ‘Yes.’ Unless you operate as a small entity where daily close-knit interactions are the norm, a CRM Usage policy can save you from

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A salesperson happily using CRM
10 Ways to Increase CRM Usage by Salespeople

There continues to be resistance within many sales teams to regularly entering and maintaining important prospect and customer data in a CRM software app. Getting clear benefits from customer relationship management software is the first step in overcoming this

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Customizing CRM
CRM Customization Mistakes and How to Avoid Them

Most CRM systems boast low-code and no-code customizations. This feature-rich software category gives businesses a versatile tool to streamline their business processes. CRM administrators without formal training are empowered to easily customize their organization’s CRM system, which can save time and

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Sales Operations and CRM
Sales Operations and CRM

Sales operations date back further than most people might think. Neil Rackham is often credited with creating the first sales operations group at Xerox in the 1970s. Since then, sales operations has grown to become

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CRM Usability
11 CRM Usability Factors

During the CRM evaluation process, excessive focus can be on an appealing user interface as the key “usability” factor for a CRM solution. However, the cosmetic appearance of a CRM system is just one small

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