Planning 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…)
When 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…)
With more and more people working remotely, a CRM mobile app can help employees stay in better communication with their colleagues and customers.
Mobile phone and tablet CRM solutions allow employees to access leads and client information no matter where they are. Below are some of the mobile solutions for popular CRM applications. (more…)
People who are looking for a CRM solution for their company — or current CRM customers who want to stay up-to-date with the latest developments — may want to attend a CRM conference before the year is over. (more…)
Email marketing continues to be an important activity for most businesses. With email marketing, businesses can attract new customers and develop new business opportunities with existing customers. Here are some email marketing solutions that are either built into CRM systems, or are applications that are compatible with CRM.
For some great tips on how to be more effective at email marketing, check out these questions and answers from HubSpot’s recent webinar, The Science of Email Marketing.
Many CRM vendors also publish non-CRM products. Should you be concerned to what degree a vendor focuses on CRM compared to other product lines, or is a vendor’s overall financial commitment to CRM a more important factor? Below is some general information as to how much relative revenue each vendor obtains from its CRM applications. (more…)
CRM customers often come up with ideas for new features that would create additional benefit to their organizations. In the day to day use of a CRM system, an end user might run into what might be a bug. Fortunately, the vendors of popular CRM systems have all provided platforms that allow customers to voice their opinions. Product managers now routinely take customer ideas into consideration. Here are the places that CRM customers can help to improve their own user experience. (more…)