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.

Posted in: CRM Features

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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. (more…)

Posted in: Digital Marketing

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Salesforce and Microsoft Dynamics 365: The Ultimate Objective Comparison

Salesforce and Microsoft Dynamics 365 ComparedUpdated: September 28, 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. (more…)

Posted in: Buying CRM

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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. (more…)

Posted in: Buying CRM

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CRM Cost Calculator

CRM Cost CalculatorUse this CRM cost calculator to estimate your organization’s total CRM investment over a number of years that you specify.

The total cost of CRM is more than just the CRM subscription fees. We have taken multiple levels of expense into consideration.

The fields contain default values. You can input/select your own values.

If you do not plan to subscribe to any add-on products you can set that cost to 0 or blank. (more…)

Posted in: Buying CRM

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Is There Too Much Starch In Your B2B Digital Marketing?

Starchy B2B Digital MarketingLet’s face it – most B2B digital marketing is stiff and boring.

Maybe it’s a fear of crossing a perceived fine line between being entertaining and being unprofessional.

It could be because marketers think that something has to be laugh-out-loud funny in order for it to be humorous. After all, how can we compete with professional comedy?

Whatever the reasons, the tendency is for marketers to err on the side of being starchy. (more…)

Posted in: Inbound Marketing

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8 CRM Review Sites For You To Review in 2018

CRM Review WebsitesThinking about investing in CRM software in 2018?

In today’s reviews-driven marketplace, the starting point for many is to look for a CRM review site.

The proliferation of business technology vendors has spawned a cottage industry of business software review websites. According to one of the sites covered below, enterprise technology is on track to exceed $2 trillion annually.

Some software review sites have hundreds of categories. Categories range from bakery software to heat map software to live chat software. (more…)

Posted in: Buying CRM

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Don’t Be That Marketer – Include All Activities In Your Process Maps

Car Dealership CRMI recently listened to an excellent episode of Doug Burdett’s Marketing Book Podcast. Doug interviewed Mark Schaefer about the most recent edition of his book, The Tao of Twitter.

Included among a lot of great marketing information was an interesting story that Mark told near the end of the podcast.

As do many small business owners, Mark leases a car rather than purchasing one. (more…)

Posted in: Marketing Automation

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Is It Time to Dump That Legacy CRM System?

Pile of Legacy System ComputersRarely 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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