April 5, 2019
The history of sales operations is much longer than most people might expect. Neil Rackham is often credited with creating the first sales operations group at Xerox in the 1970s. Since then, sales operations has
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February 14, 2019
For many types of businesses, the creation of a CRM sales order is (or should be) the logical next step in the CRM process after an sales opportunity is marked “won”. In this post we’ll
April 12, 2017
The ability to visualize prospect and customer address information along with firmographics and revenue data can be an important CRM adoption factor for salespeople. For example, when a salesperson is planning a trip to a
January 18, 2017
CRM adoption by salespeople is generally better than it was in the era when client/server systems dominated. The advent of cloud-based CRM systems made it easier for salespeople to access customer and prospect information from
June 3, 2014
Open-source is a software development philosophy in which source code is made freely and openly available to the general public. Any interested party can download the code, modify it to their heart’s content, use it
February 4, 2014
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
August 22, 2013
During the CRM evaluation process, there can be excessive focus 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
August 8, 2013
A high level explanation of what CRM and ERP software does for businesses and the primary differences and benefits of each solution.
November 28, 2012
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
October 14, 2012
Whether your company’s CRM system was implemented a decade ago or it was launched last month, there are likely “pockets of resistance” to using the CRM system. There may even be people within your organization
September 25, 2011
Will additional CRM leads be a natural byproduct of a new CRM system? A switch to a new CRM system can do a lot of positive things for your company such as reducing costs, increasing
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