Before marketing automation became popular, lead scoring in CRM was a calculation based on user-maintained values in various fields. For example, if a salesperson selected “Hot” from the Rating picklist field, this would increase the score for the lead. (more…)
Posts Tagged CRM
Many people recognize CRM as an essential tool for salespeople. However, CRM is increasingly being integrated across all departments within an enterprise. One of the key focuses of this increased integration is on marketing departments. Nearly every generation of CRM development now introduces expanded options for using CRM to improve and inform marketing efforts.
Marketing automation software has rapidly become the “other half” of many businesses’ core enterprise customer relationship management solutions, complimenting and integrating with CRM.
Unlike the market for enterprise CRM, in which there is a wide range of opinion about the perceived value of various enterprise solutions, the market for enterprise marketing automation software has a group of close competitors that each offer high quality products and all of which are well regarded within the enterprise community. (more…)
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…)
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…)