CRM users are more likely than ever to dial numbers directly from their desktop screen or from their mobile device. However, the traditional all-in-one CRM Phone field that can include an extension number can cause misdials in certain scenarios. (more…)
According to Uberflip, eleven times more B2B companies are using marketing automation today compared to 2011. But are all these companies getting the ROI that they could be getting? (more…)
QuickBooks Desktop continues to be a dominant accounting software for small to mid-sized business. It’s also an application that accountants know well, which is one of the barriers to SMBs switching off of QuickBooks.
Your company is planning to implement a new CRM system. If anything beyond basic CRM configuration is needed, odds are you’ll end up hiring a third party implementation company for Phase I tasks such as customization, data migration and systems integration. (more…)
In the early days of cloud CRM, beyond the innovators and early adopters, there was more than than a reluctance to consider the cloud — there was an outright distrust of the cloud.
If we put all our valuable CRM data in the cloud, what happens if the service goes down? What if we get hacked and our data is stolen? What will happen if the cloud CRM vendor goes out of business? (more…)