CRM Selection For Your Business: Seven Proven Steps

CRM Selection StepsCRM selection has become more difficult over the last several years, as many vendors have upped their game. They playing field has become more level.

While healthy competition ultimately benefits all organizations, an abundance of choices make it more difficult for those tasked with selecting the right CRM solution for their company to achieve the optimal outcome. (more…)

Posted in: Buying CRM

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Overcoming Marketing Challenges & Getting To The Marketer’s Money Metric

Digital Marketing ChallengesSoftware Advice, an online reviews firm, recently surveyed 125 marketers to find out what kind of results they get from their campaigns.

The survey found that almost 70% of campaigns are web-based. This is not surprising. The three most popular types of campaigns are social media ads, internet ads and email blasts.

What is somewhat surprising is that inbound marketing and drip marketing were the two least popular campaigns. This may be in part due to the fact that both of these are thought to be more of a series of ongoing efforts than an identifiable campaign such as “July Email Blast”. (more…)

Posted in: Marketing Automation

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Lead Enrichment for CRM: The Benefits of Big Data

CRM Lead EnrichmentThere has always been a tradeoff between how much information a website visitor is asked for when they fill in a form and the likelihood of the site visitor actually submitting the form or “converting” in marketing speak.

In general, the fewer fields that a site visitor is asked to fill in, the higher the visitor-to-lead conversion rate. So, how can you ask visitors for less information on your landing pages and other places that your forms live — and then make up for more scant visitor-supplied data after the fact? For that matter, how can you enrich leads regardless of the source? (more…)

Posted in: CRM Integration

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CRM Industry Analyst Quadrants, Matrices, Grids and Quarter Circles

CRM Industry Analyst VisualizationWhile there are hundreds of industry analyst firms worldwide, a handful are well known for their CRM industry analysis and visualizations.

Each CRM industry analyst company takes a different approach to visually representing the CRM market leaders, laggards and tweeners.

Industry analysts’ high level visualizations, along with an accompanying narrative and report, can help a given company determine which CRM vendors should be on their shortlist. (more…)

Posted in: Buying CRM

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Toxic Backlinks: What Are They And Why Should Marketers Care?

Toxic BacklinksToxic backlinks are links from sites that can weaken your website’s SEO. Weaker SEO means fewer organic visitors. Fewer organic visitors can mean fewer leads for your sales team.

Toxic backlinks can happen organically, or they can be the result of previous less-than-white-hat backlinking efforts.

What Makes a Backlink Toxic?

There are many factors that can increase the toxicity of a backlink. Here are just a few. (more…)

Posted in: Inbound Marketing

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Zoho CRM Plus – Should It Be On Your Shortlist?

Zoho CRM PlusThis past week, I attended the first day of Zoho’s 2017 Zoholics Sales & Marketing Conference to learn more about the company, its applications and leadership’s vision.

As a company that provides CRM strategy and selection services, we are always keeping our eye out for potential shortlist candidates for companies that are considering a new CRM system.

CRM Switch works with our customers to determine which CRM vendors should be on the shortlist, based on the requirements that we’ve jointly gathered, assembled and prioritized.

Most of the companies that engage us have moderately to highly sophisticated business requirements. As such, the shortlist vendors that we collaboratively decide on need to have a set of key capabilities within their offerings. Among these are: (more…)

Posted in: Buying CRM

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CRM Mapping Software: A Wide Range of Options

CRM Mapping SoftwareThe ability to visualize prospect and customer address information along with firmographics and revenue data can be an important CRM adoption factor for salespeople.

For example, when a salesperson is planning a trip to a part of their territory, they can benefit from being able to visualize the highest revenue accounts within an area.

Trip planning is the classic use case for CRM data mapping, but new use cases continue to evolve with the convergence of mobile, GPS, CRM and mapping software vendor growth. (more…)

Posted in: CRM Value

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Data Driven Marketing: What B2B Digital Marketers Can Measure (With the Help of Salespeople)

Data Driven MarketingIn the days before digital marketing, it was difficult for marketers to correlate specific marketing efforts with specific revenue outcomes. Marketing was more of a “spray and pray” proposition than it is today.

In a data driven marketing world, there are a variety of tools available to marketers that can help them to understand the paths to revenue that are working best.

Ultimately, a data driven marketer should be able understand which of the flows through the marketing and sales funnel are resulting in the most revenue. (more…)

Posted in: Marketing Automation

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Two More CRM Vendors Select Their Marketing Automation Dance Partners

CRM Marketing Automation Dance Partners

It’s not a big surprise to industry observers that most of the major CRM and marketing automation vendors would pair up at some point. With two recent partnership announcements, there remains only one noticeable holdout.

Infor CRM and Marketo

Last week, Infor (which owns what was formerly branded “SalesLogix”) announced a partnership with Marketo. This likely means an abrupt end to the informal partnership that Infor had with SalesFUSION. (more…)

Posted in: Marketing Automation

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Is It Finally Time to Dump That Legacy CRM System?

Legacy System DumpRarely does a week go by that we don’t hear from someone whose company is using a legacy system for CRM.

In many cases, there have been hundreds of thousands of dollars invested in the system over the years. There can be multiple integrations with other legacy systems.

A common problem with a legacy system is that sales user adoption is low. We often hear, “our salespeople enter their opportunities into CRM — but that’s about it.” (more…)

Posted in: CRM Strategy

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