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…)

Posted in: Buying CRM

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Using Google Apps 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…)

Posted in: CRM Integration

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The Difference Between B2B and B2C Customer Service

The Difference Between B2B and B2C Customer ServiceWhether your business is focused on B2B, B2C, or a combination of the two, it’s important to understand some of the key differences between them.

While both groups have the same basic goal — to purchase a product — they typically have very different needs and motivations. These differences should be used to inform your customer service approach toward each segment. (more…)

Posted in: CRM Strategy

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3 Examples Of Workflow In CRM

3 Examples Of Workflow In CRMYour 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…)

Posted in: CRM Features

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6 Examples Of How To Use CRM Dashboards

6 Example Of How To Use CRM DashboardsOne 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…)

Posted in: Implementing CRM

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3 Great Ways For A Salesperson To Use CRM On Their Mobile Phone

3 Great Ways For A Salesperson To Use CRM On Their Mobile PhoneMobile 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…)

Posted in: Mobile CRM

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Why Two-Factor Authentication Is Important For CRM Security

Why Two-Factor Authentication Is Important For CRM SecurityAs 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…)

Posted in: CRM Security

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The Evolution of Marketers’ Relationship to CRM

The Evolution of Marketers' Relationship to CRMFor many years, the CRM decision making process was driven by the needs of the sales and customer service departments and of management. At one point, the benefit of a CRM system to marketers was not very clear. Therefore, the marketing department had limited involvement in the CRM evaluation and selection process. (more…)

Posted in: Marketing Automation

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