3 Steps To Ensure CRM Data Accuracy

3 Steps To Ensure CRM Data AccuracyTo be of any use to your business, CRM data must have two key qualities: accuracy and accessibility. Without both of these qualities, whatever data you’ve collected (or think you’ve collected) won’t be as useful as you would like it to be. If you’re unable to access the data, you can’t use it. If you can’t trust the data, you shouldn’t use it.

Making sure your CRM data is accurate and accessible requires some planning on your part. (more…)

Posted in: CRM Strategy

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CRM and Customer Self Service

CRM And Customer Self ServiceCustomer self service (CSS) can be an important companion to a CRM system. CSS allows customers to perform many standard tasks, such as setting up accounts and paying bills, without the help of a CSR. This offers added convenience to customers, as they don’t have to wait for a CSR to help them, while also reducing customer service costs for the business. (more…)

Posted in: CRM Support

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Pardot vs. HubSpot – A Marketer’s Experience

HubSpot vs Pardot - A Marketer's Experience

Marketing automation software has rapidly become the “other half” of many businesses’ core enterprise customer relationship management solutions, complimenting and integrating with CRM.

Unlike the market for enterprise CRM, in which there is a wide range of opinion about the perceived value of various enterprise solutions, the market for enterprise marketing automation software has a group of close competitors that each offer high quality products and all of which are well regarded within the enterprise community. (more…)

Posted in: Marketing Automation

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CRM Across An Enterprise

CRM Across An EnterpriseWe spend a lot of time talking about CRM in relation to salespeople. As the front lines of customer interaction, it makes sense to focus on how CRM benefits the members of your sales team. However, the benefits of CRM extend far beyond the walls of the sales department. Looking at CRM as an enterprise-wide solution can help people understand its larger role.
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Posted in: CRM Integration

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Preparing for Your Next CRM System

Preparing For Your Next CRM SystemThere are a lot of reasons why your business may be considering switching to a new CRM system. No matter how good a particular CRM vendor is, their product will never be a perfect fit for every business. Making sure that your company has the best tools for servicing your clients may require a change in your CRM vendor.
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Posted in: CRM Strategy

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Using CRM And Understanding Why CRM Is Useful

Using CRM And Understanding Why CRM Is UsefulOk, so you’ve managed a successful CRM implementation, things are running smoothly, and you’re collecting a lot of new data. Thanks to a comprehensive CRM user training program, your employees understand that using CRM is to their advantage, it isn’t optional, and that any data not entered into the system “doesn’t really exist”.

So, all you have to do is sit back, and wait for the system to do its thing, right? (more…)

Posted in: CRM Training

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Friendzoned: Misunderstanding the CRM Sales Relationship

Friendzoned: Misunderstanding the CRM Sales RelationshipIt’s not uncommon for CRM buyers to feel a sense of surprise when they discover the true nature of their relationship with a CRM vendor.

After a long period of courtship, followed by a quick marriage (the sale), they’re often surprised to find that the CRM vendor is no longer a major part of the relationship. (more…)

Posted in: Buying CRM

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