When Buying a CRM System is The Wrong Choice

Boss Saying "No" to CRMOne of the unspoken assumptions our prospects have when they come to us to discuss help with CRM evaluation and selection is: whichever product is selected, it will be better than what’s currently in place. But recently, one of our consultants was asked an interesting question that we felt warranted further examination.

The question was, “Is one of the possible outcomes of your evaluation to not invest in a CRM system and leave things the way they are?”

It was a great question. Can a company be better off by continuing to rely on legacy systems, spreadsheets, and Post-it notes?

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CRM And Marketing Automation: What’s The Difference?

CRM And Marketing Automation: What's The Difference?If you’re confused about the difference between customer relationship management software (CRM), and marketing automation software, you’re not alone. While sales and marketing are two of the most fundamental aspects of any enterprise, the number of tools available to facilitate them has skyrocketed over the last several years.

Even though CRM and marketing automation are designed to make working with your company’s leads and customers easier, there are several key differences between the two systems that are important to understand in order to use each effectively.

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How To Crush Google’s New Performance Measurement Score With Your WordPress Site

WordPress Website Performance for GoogleGoogle recently released a beta page performance measuring tool which is built on top of Lighthouse. The tool scores website pages on four factors:

  1. Performance
  2. Accessibility
  3. Best Practices
  4. SEO

This post will focus on Performance, as this area often represents a page’s lowest relative score. We’ll also focus on WordPress.

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The 5 Step CRM Implementation Strategy

The 5 Step CRM Implementation StrategyMaintaining relationships with customers can be challenging. With or without a CRM system, some businesses will always be better at it than others. Maintaining good relationships is not something that happens automatically. It’s not something that can be fully automated.

What a CRM system will do, however, is make maintaining your relationships easier and more organized. To get to that part though, your business will need a rock-solid CRM implementation strategy. Success with CRM starts long before any users log in. Your entire organization (ideally) will need to be involved to ensure the system’s success.

The following five steps are here to illustrate, in broad strokes, each phase of the process that we walk our own clients through when doing a new CRM implementation.

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What is CRM artificial intelligence and what can it do for my business?

Updated: September 20, 2018

CRM Artificial IntelligenceIt was only a matter of time before artificial intelligence was embedded in CRM. Next year we’ll probably see self-aware water coolers. Skynet can’t be much further behind, right?

Okay, maybe that’s a bit far-fetched. But CRM with artificial intelligence is very much a real thing now, and the implications it has for your business are substantial. But before you start panicking about your CRM system displacing real people in sales and marketing, let’s take a moment to examine what AI is, what it can and can’t do, and how to work with it rather than around it.

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20 Business Blogging Mistakes That Can Reduce Lead Volume

Business Blogging MistakesWith more marketers focusing on blog content for attracting website visitors, it has become a greater challenge for a business blogger to stand out in an ever expanding sea of web content.

This, in turn, means it’s more important than ever for business bloggers to avoid the mistakes that result in less traffic and fewer conversions than would be otherwise possible.

While there are many forms of content marketing, blogging can be one of the most effective forms when done correctly.

Here are 20 common business blogging mistakes that can stop sales leads before they start.

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Salesforce and Microsoft Dynamics 365: The Ultimate Objective Comparison

Salesforce and Microsoft Dynamics 365 Compared

Updated: December 11, 2018

This is a fact-based comparison of Salesforce® and Microsoft Dynamics™ 365.

For those who work for an organization that is moving toward a new CRM solution, the information below is a starting point.

While we have attempted as much as possible to keep this analysis a statement of facts, we expect that advocates for each solution will find areas that appear slanted in the direction of the other.

The analysis primarily focuses on out-of-the-box functionality. We have intentionally limited the number of references to third party products.

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CRM Requirements Example Document

CRM Requirements ExampleIt’s difficult to start a CRM requirements document from a blank slate.

While every business is different, the following set of example CRM requirements, which are based on a fictional kiosk manufacturer, provides a framework for the type of information that can be given to a would-be CRM implementation company.

This type of document can give CRM service providers a substantial amount of the information they need to more precisely estimate the scope of required CRM services. Many additional questions usually need to be posed before a services estimate is provided.

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