Your enterprise CRM system has a lot of features designed to streamline your business processes — some of which you may not have explored yet. Workflow automation is one of the more popular features, as it eliminates the need to perform a lot of tasks manually. Within a simple user interface you can easily set up rules to automate many of your day-to-day tasks. (more…)
One of the most common requirements we hear about when speaking to businesses that are beginning, or in the midst of, a CRM evaluation is “dashboards”.
It’s not an unreasonable requirement by any stretch — all major enterprise CRM vendors offer dashboards of some type — but a dashboard in and of itself is not a true requirement. The real requirement is what kind of information a dashboard should display. (more…)
Mobile devices are becoming ubiquitous across the sales landscape. As noted in a previous blog post, CRM vendors are betting big on an increasing demand for mobile access to CRM data.
To meet that demand, enterprise CRM vendors have responded to the growth of mobile computing by creating a host of applications for mobile devices.
However, according to our recent survey, fewer than a quarter of salespeople who can access CRM through a mobile device actually do. (more…)
As cloud CRM becomes more popular and as businesses come to increasingly rely upon it to store vital company and customer information, the issue of security becomes more important.
Usernames and passwords have long been the preferred method of securing applications from unauthorized access. Two-factor authentication (TFA) expands on this method, and provides for exponentially stronger security (more…)
As businesses continue to deploy more related, yet independent, applications, single-sign on (SSO) authentication becomes more important. SSO provides a single entry point for end users wishing to access multiple applications (more…)