Salespeople love the mobility an iPad offers, while managers and support personnel love having as many people as possible on the same device. Homogeneity makes everything from security to CRM easier to manage. (more…)
Posts Tagged CRM
While 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…)
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…)
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…)
Migrating data from a contact manager to a CRM system involves a number steps, including the following: (more…)
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…)
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.