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…)
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…)
The decision has been made to drop your company’s contact management system and move to a new CRM system.
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…)
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…)