The Struggle Of Small Businesses With Sophisticated CRM Needs

The Struggle Of Small Businesses With Sophisticated CRM NeedsLast week I had a call with a gentleman who was having a problem that we encounter fairly regularly here: a small business with a small budget that needs enterprise-level CRM.

After speaking with him for about half an hour, I realized that it might be a good subject for discussion here in the hope that others with the same problem might find some guidance. (more…)

Posted in: Buying CRM

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CRM And Quickbooks Integration

CRM And QuickBooks IntegrationFor 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 offers numerous industry specific versions, its popularity is no surprise. Within the small business accounting market, QuickBooks captures nearly ninety percent. (more…)

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How CRM Can Help You Fight Zombies

How CRM Can Help You Fight ZombiesSuddenly, and without any prior warning, you’re under attack.

The assailant is a hulking decayed horror that has a singular focus: to devour you as quickly as possible and move on to the next victim. There’s nowhere to run, nowhere to hide, and you are all alone.

Faced with your final moments, you dig deep down inside yourself to find a way out of this horrible nightmare. (more…)

Posted in: CRM Value

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How Does Facebook Fit In CRM?

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 premise that the more data you have about your customers, the better your relationship management will be.

And when it comes to collecting data about people, Facebook is in a league of its own. (more…)

Posted in: CRM Features

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3 Things That Stall The CRM Buying Process

3 Things That Stall The CRM Buying ProcessBuying CRM is a lot like getting married. That may not be the analogy that comes to mind to most people who are in the planning or evaluation phase of the CRM buying process, but allow me to explain.

Like getting married, when businesses buy a CRM solution their intention is to only do it once. But sometimes, just like a couple that’s been engaged for a few years but still hasn’t set a date, the CRM buying process gets stalled out. (more…)

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7 CRM Solutions You May Never Have Heard Of

7 CRM Solutions You May Never Have Heard OfThere’s little question that most, if not all, businesses and organizations could benefit from some type of CRM system. There are so many benefits to CRM that the question is no longer “do I need CRM,” but “which CRM is right for me?”

For obvious reasons, we spend a lot of time covering enterprise CRM vendors–but what if you don’t want or need enterprise-class CRM? (more…)

Posted in: CRM Providers

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When Do You Need CRM And Marketing Automation Software?

When Do You Need CRM And Marketing Automation Software?The decision to add CRM and/or marketing automation software to your business is an important consideration, and one that should be carefully evaluated before either type of system is purchased.

Depending on which solutions are chosen, integrating CRM and a marketing automation platform can present a fresh set of challenges, and so it’s a good idea to clearly understand the purpose of each one individually, and the goal of having the two systems working together. (more…)

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Enterprise CRM And User Satisfaction

Enterprise CRM And User SatisfactionHaving CRM, using CRM, and being happy with CRM are all very different, yet related, topics. One of the hardest aspects of a CRM system to quantify is user happiness–how do you measure satisfaction? You could rely solely on internet reviews, but there’s a lot of marketing spin out there. Those reviews may not give you an accurate picture of what “Bob in sales” really thinks of the system. (more…)

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Using Google Apps for Work with Enterprise CRM

Using Google Apps with Enterprise CRMWhen it comes to convenience and flexibility, especially for a mobile sales force, it’s hard to beat web applications. And when it comes to web applications, it’s difficult to ignore Google App’s growing presence in the enterprise application space.

Google’s suite of web-based products allows for an unprecedented level of coordination and collaboration on a wide variety of projects, and is a natural fit for cloud-based CRM solutions. (more…)

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