Poll Results: What’s The Primary CRM System at Your Organization?

For several months, we’ve been running a non-scientific poll in which we ask the question, “What is the primary CRM system that’s in use at your organization?”

The still active poll, which we created through Google Forms, is at the bottom of this post if you’d like to take it. (more…)

Posted in: CRM Industry

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Two Excellent Apps for Tracking Prospect & Customer Engagement

Prospect video engagementSalespeople and marketers are always looking for ways to not only better engage prospects and customers digitally but also to understand the effectiveness of that prospect and customer digital engagement.

There are two excellent applications for tracking and measuring prospect engagement with an organization’s digital assets. These are Wistia for videos and Attach for documents and slide presentations. (more…)

Posted in: Business Technology

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Google Trends and CRM Vendors

Google Trends - CRMIn the previous post, we wrote about interest in marketing automation vendors, based on Google brand searches over the course of 2015.

Not surprisingly, we discovered that the search term “hubspot” registers as having the most interest among marketing automation vendor brands.

We decided to run a similar comparison for CRM vendor brands. Google Trends is limited to five comparison terms, so we picked a range of CRM brands that have come up often in conversation, including two variants of Microsoft’s CRM application. We also chose a five year period, ending in December 2015, to show more of a long term trend. (more…)

Posted in: CRM Industry

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Google Trends and Marketing Automation Vendors

Google Trends and Marketing Automation VendorsGoogle Trends allows anyone to run comparisons across different search terms, companies and number of other categories that Google has come up with. The results show relative interest over a specified period of time.

We queried for a trend that compared five of the leading marketing automation systems, at least according to G2Crowd — HubSpot, Marketo, [Salesforce] Pardot, [Oracle] Eloqua and Act-On.

We used single word brand names and “search term” — we didn’t mix “search term” and “Company” categories across brands. In addition, we filtered for the U.S. only. (more…)

Posted in: Marketing Automation

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Managing Extension Numbers in CRM

CRM Extension NumbersAs VoIP and CRM mobile apps become more prevalent, it’s becoming less common for CRM users to swivel to a physical desk phone and manually dial a phone number.

CRM users are more likely than ever to dial numbers directly from their desktop screen or from their mobile device. However, the traditional all-in-one CRM Phone field that can include an extension number can cause misdials in certain scenarios. (more…)

Posted in: CRM Features

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Is Your Company Ready for Marketing Automation?

Marketing Automation ReadinessMarketing automation continues to be the fastest growing CRM-related category, with a handful of prominent vendors leading the pack.

According to Uberflip, eleven times more B2B companies are using marketing automation today compared to 2011.

But are all these companies getting the ROI that they could be getting? (more…)

Posted in: Marketing Automation

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What is CPQ for CRM?

CPQ for CRMRecently, there has been a great deal of buzz in the CRM world about CPQ. What is CPQ and what’s the reason for its seemingly sudden popularity?

CPQ is an acronym for “Configure Price Quote”. A CPQ solution can reduce or eliminate a lot of the inefficiencies around the product and/or service quotation process and help to shorten sales cycles. CPQ can make sure that the right combination of products is always quoted and the system can even suggest what complementary products should be included as options within a quote. (more…)

Posted in: CRM Features

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Single-Tenant vs. Multi-Tenant CRM

Multi-Tenant vs. Single Tenant CRMWhat’s the difference between single-tenant and multi-tenant CRM? Why should this difference matter to you as a CRM buyer?

The difference between these two CRM architectures is tightly tied to an ongoing debate over the definition of cloud computing. Some people are passionate about single-tenant CRM, while others think that anything but multi-tenant CRM is 1990’s computing. (more…)

Posted in: Buying CRM

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