Posts Tagged crm implementation

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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Make CRM Your Company’s Skunkworks Project

Make CRM Your Company's Skunkworks ProjectDeploying CRM in a large business, or replacing a system that’s already embedded, can be a real challenge. It’s a worthwhile one, but sometimes the biggest hurdle is just getting the ball rolling.

When going through the traditional buying process, especially in large enterprise settings, CRM evaluation sometimes gets bogged down or halts altogether. (more…)

Posted in: CRM Strategy

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How To Combat CRM Data Duplication

How To Combat CRM Data DuplicationCRM data duplication is not an easy problem to solve. It can require a change in company culture, software solutions, and even help from third-party consultants. Though it may not seem that important on the surface, duplicate data can cause a variety of internal problems that can lead to lost business. (more…)

Posted in: Data Quality

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Why Free CRM Isn’t Really

Why Free CRM Isn't ReallyIf you’re thinking about buying CRM, you may have run across a few vendors that offer versions of their products for free. Lots of companies buying CRM are tempted by the offer of a “free” system to manage their marketing and sales information. Just imagine being able to manage your contacts, catalog customer data, and track campaign goals—all without paying a dime. Sound too good to be true? (more…)

Posted in: Buying CRM

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