Posts Tagged CRM

10 Ways To Be Terrible At Sales

10 Ways To Be Terrible At SalesWhile CRM software is increasingly becoming a tool used by a wider variety of people in a business, it’s still most closely associated with being a tool for sales professionals. It provides good salespeople with the information and functionality they need to become great salespeople.

If there are problems with your sales methods, no software can make you an overnight success (more…)

Posted in: CRM

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Are Your CRM “Lifecycle Records” Immortal?

Are Your CRM “Lifecycle Records” Immortal?In a CRM system, there are certain types of records that invariably go through some sort of status change. “Lifecycle records”, as we’ve coined them, are records that should eventually have some sort of disposition or resolution.

What happens if a disposition or resolution never occurs for lifecycle records? The records become immortal. They clog CRM views and reports with meaningless information. (more…)

Posted in: Data Quality

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Will Your ERP System Integrate With CRM?

Will Your ERP System Integrate With CRM?Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are two products that go great together.

CRM simplifies and standardizes customer interactions, ensuring a steady flow of sales into the business. ERP streamlines business processes, cutting overhead and ensuring a steady flow of products and services to the consumer.

While either product can work well on its own, their true potential (more…)

Posted in: Implementing CRM

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CRM and ERP: What’s The Difference?

ERP and CRM: What's The Difference?Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are two sides of the same profitability coin. ERP and CRM are similar in many ways, as they are both used to increase the overall profitability of a business.

These systems overlap in some areas, and can be completely integrated in others. However, as their core functionalities are completely different, it’s best for a business to first look at them as separate, stand-alone systems. When viewed separately, it’s easier to see how ERP and CRM each play a role in improving efficiency and increasing sales. (more…)

Posted in: CRM Value

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Does Your Business Have A CRM Escape Plan?

CRM Escape Plan StrategyPlanning for and implementing a new CRM system is a time- and labor-intensive endeavor. During the planning phase, most businesses focus on making the deployment as smooth and error-free as possible. Legacy data is prepared for migration, presentations are given, and employee training is offered. All of these preparations focus on a successful implementation of the new CRM system. Planning for success is an important part of any CRM strategy—but it’s not the only important part. (more…)

Posted in: CRM Strategy

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Are You a CRM History Pack Rat?

CRM History Pack RatWhen a company migrates from a legacy CRM system to a new system, it can be difficult for some users to let go of their old CRM history.

The same pack rat tendencies that compel some of us to keep tax returns from 1998 in our file cabinets also compel us to retain CRM history as long as possible. There’s that nagging “what if?” in the back of our minds. (more…)

Posted in: Data Migration

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Marketing Automation Software Options

Marketing Automation Software

Email marketing, blogging, landing pages, lead nurturing, and closed loop reporting are all features of marketing automation software. For many businesses, a marketing automation package is becoming a necessary, strategic component for new customer acquisition. These systems allow companies to generate most (if not all) of their lead volume and to advance new leads through the sales process. (more…)

Posted in: Marketing Automation

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