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
/
The IKEA Effect can positively impact the success of your CRM project. This post will teach you about the effect and how it applies to business software projects. It’s not advisable to spring the following
Data quality in CRM is not just a technical issue — it’s proper business process definition and user adherence to agreed-upon standards. Erroneous and incomplete CRM data costs time and money. Good data can help
Whether your company’s CRM system was implemented a decade ago or launched last month, there are likely “pockets of resistance” to adopting the CRM system. Some people within your organization may refuse to use the
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
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
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
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
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
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
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
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
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
A high level explanation of what CRM and ERP software does for businesses and the primary differences and benefits of each solution.
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
Will additional CRM leads be a natural byproduct of a new CRM system? Switching to a new CRM system can do many positive things for your company, such as reducing costs, increasing sales effectiveness, and