When 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…)
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…)
Deploying 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…)
“You can lead a horse to water, but you can’t make it drink”. As it goes with horses, so it often seems to go with CRM systems. A common challenge we hear from clients and prospects is finding ways to maximize CRM user adoption. (more…)
Salesforce and Microsoft Dynamics CRM both consistently rank in the top five most popular CRM products. Part of the secret of their success is that each provides a robust marketplace for third-party applications. (more…)
People don’t like change. Once they’ve been doing something one way, it can be incredibly difficult to get them to accept a better way of doing the same thing. Even if it’s obvious that the new way is better, they can still cling to “their” way of doing things. (more…)
CRM 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…)