Pardot vs. HubSpot – A Marketer’s Experience

HubSpot vs Pardot - A Marketer's Experience

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.

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The Struggle Of Small Businesses With Sophisticated CRM Needs

The Struggle Of Small Businesses With Sophisticated CRM NeedsLast week I had a call with a gentleman who was having a problem that we encounter fairly regularly here: a small business with a small budget that needs enterprise-level CRM.

After speaking with him for about half an hour, I realized that it might be a good subject for discussion here in the hope that others with the same problem might find some guidance.

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3 Things That Stall The CRM Buying Process

3 Things That Stall The CRM Buying ProcessBuying CRM is a lot like getting married. That may not be the analogy that comes to mind to most people who are in the planning or evaluation phase of the CRM buying process, but allow me to explain.

Like getting married, when businesses buy a CRM solution their intention is to only do it once. But sometimes, just like a couple that’s been engaged for a few years but still hasn’t set a date, the CRM buying process gets stalled out.

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When Do You Need CRM And Marketing Automation Software?

When Do You Need CRM And Marketing Automation Software?The decision to add CRM and/or marketing automation software to your business is an important consideration, and one that should be carefully evaluated before either type of system is purchased.

Depending on which solutions are chosen, integrating CRM and a marketing automation platform can present a fresh set of challenges, and so it’s a good idea to clearly understand the purpose of each one individually, and the goal of having the two systems working together.

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6 Examples Of How To Use CRM Dashboards

6 Example Of How To Use CRM DashboardsOne of the most common requirements we hear about when speaking to businesses that are beginning, or in the midst of, a CRM evaluation is “dashboards”.

It’s not an unreasonable requirement by any stretch — all major enterprise CRM vendors offer dashboards of some type — but a dashboard in and of itself is not a true requirement. The real requirement is what kind of information a dashboard should display.

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Don’t Buy CRM Based On Buzzwords

Don't Buy CRM Based On BuzzwordsIt happens to the best of us. Though the CRM buying process is very different than buying consumer products, one of the common denominators is the tendency of both vendors and salespeople to pitch their products with buzzword-heavy lingo. When we, as buyers, get caught up in the pitch and start relying on fancy language and the occasional bit of sales hyperbole, it’s easy to get carried away and make a purchase that’s not entirely based on our needs.

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How Good Leadership Can Increase CRM User Adoption

How Good Leadership Can Increase CRM User AdoptionWhen a business makes the decision to purchase a new CRM solution, or upgrade an existing one, that decision almost always comes from executive management. It may come as the result of feedback and requests from employees, but ultimately it’s up to the company’s leadership team to take action.

Where things sometimes get snagged is what happens after that initial decision has been made. The end goal of implementing a CRM solution is

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Why LinkedIn Could Be The Next Big Thing In CRM

Why LinkedIn Could Be The Next Big Thing In CRMUnless you’ve been hiding under a rock for the last decade, you’ve probably heard about LinkedIn. In fact, if you’re a business professional there’s a good chance you’re already a member.

With over 277 million current members and no signs of slowing down, LinkedIn is easily the most popular business-oriented social media site on the internet. It’s become a powerful tool for managing all aspects of professional communications, and with some recent updates, is showing signs that it could well become an emerging force in customer relationship management.

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Why Vendors Are Betting Big On Mobile CRM Adoption

Why Vendors Are Betting Big On Mobile CRM Adoption2014 is looking like a very big year for mobile CRM. A recent survey by eMarketer is projecting that over 4.5 billion people will be using a mobile phone by the end of the year, with approximately 1.75 billion of those being smartphone users.

In our own recent survey of sales professionals in the United States, over 80% of respondents confirmed they’re using a smartphone of some type. For the CRM industry, it’s clear that the next major battlefront will be mobile CRM adoption

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Using CRM To Adapt To The New Sales Paradigm

Using CRM To Adapt To The New Sales ParadigmBy now, most of us who keep up with sales and marketing trends are familiar with the term “inbound marketing” — a new strategy of attracting customers through useful, relevant content that is found through search, social media, and various other (mostly online) platforms.

But what about sales? Is the approach to selling going through the same type of transformation that marketing is currently experiencing? The answer is a definite yes.

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The Fundamental Function Of CRM Software

The Fundamental Function Of CRM SoftwareOver the last several weeks and months, we here at CRM Switch have written a lot about various aspects of the CRM industry: vendors, product histories, migration to and from various systems, integration with a variety of other types of software, and more.

But one thing that we haven’t discussed in awhile, and a topic that should be revisited on a fairly regular basis, is the fundamental purpose and function of CRM software for a business and it’s users.

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3 Reasons To Utilize Inbound Marketing With Your CRM System

3 Reasons To Utilize Inbound Marketing With Your CRM SystemMarketing campaigns can take a lot of different shapes and forms for a business, both online and offline.

Whether it’s the traditional media formats like television, print, radio, etc. — or online marketing efforts like pay-per-click, affiliate marketing, inbound marketing, or something else, marketers have a wide array of options to choose from. But what’s the best option to choose from a CRM user’s perspective?

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Why CRM Should Be In Your Business’s 2014 Budget

Why CRM Should Be In Your Business's 2014 BudgetFor many businesses, the start of the new year in just a couple weeks will mean a brand new budget. Employees, managers, executives — everyone has a wish list of things they want in 2014. Budget meetings, while sometimes contentious, can also be like Christmas for the enterprise.

So what’s on your business’s wish list for next year? Is a new CRM system on it somewhere? If your organization doesn’t have a modern CRM solution currently in place, it should be.

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Tips From The Pros: 3 Helpful SlideShare Presentations From CRM Industry Vendors

Tips From The Pros: 3 Helpful SlidShare Presentations From CRM Industry VendorsWhile we continually strive to provide useful, engaging, and insightful information about CRM, sometimes it’s good to go straight to the source.

With that in mind, we’ve put together a collection of three great SlideShare presentations from some of the top vendors in the CRM industry to provide some useful tips and best practices for your business.

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Why CRM Should Be More Googley

Why CRM Should Be More GoogleyAs a business technology, CRM is fantastic advancement in the world of process management and communications. However, looking at it through the prism of consumer technology there is a noticeable gap that exists between the two.

Looking specifically at the world of search and dynamic data retrieval, there are definitely some things that CRM could stand to gain by borrowing some of the features and functionality in today’s ultra-connected, instant information-and-gratification focused consumer applications

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Does Email Tracking Signal the End of the Cold Call Era?

Does Email Tracking Signal the End of the Cold Call Era?Sometimes the best indicators of where things are headed at the intersection of business and technology are our own evolving habits and processes as employees. As 2013 winds to a close, I’ve noticed a trend: the shrinking number of outbound phone calls in my CRM activity log from month to month.

It wasn’t too long ago–maybe even just a few years–that it was unthinkable that a professional salesperson could be effective at their job without constantly being on the phone

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