How a Sales Leader Can Get a CRM System Up and Running FAST

Select CRM FastWhether you’re a long-time sales leader at your company or you’re brand new to your organization, you may not have the right tools in place for viewing the activities and selling cycle progress of your sales team.

However, the president or CEO wants you to regularly report to him or her about specific sales activity and performance metrics. To get the requested information, you spend a lot of time on one-on-one calls with salespeople: asking questions, collecting spreadsheets, and compiling the information. (more…)

Posted in: Buying CRM

Leave a Comment (0) →

12 GoldMine Data Migration Best Practices

GoldMine Data Migration ConsiderationsAs a mature product, GoldMine® is packed with features that many users have grown accustomed to over time.

Despite the fact that GoldMine has worked well for many years within their organization, people decide for a number of reasons to migrate their companies from GoldMine to CRM. One reason is to take advantage of cloud-to-cloud integrations such as with a marketing automation system. Another reason is to have a broader platform that allows for addressing a greater number of functional areas within an organization. (more…)

Posted in: Data Migration

Leave a Comment (0) →

You Want Content Marketing? You Got It!

As our Digital Marketing practice has developed, we’ve had numerous clients ask us if we can help them with their Content Marketing. It’s common for everyone to be excited about creating a Campaign Playbook, but the reality of content creation sets in soon after. After all, it’s the ongoing work of putting words on the page that makes the engine go. Few mid-sized companies have the time or resources to both act as a subject matter expert and write compelling copy for blogs and social channels. To that end, we’ve added a new service line to CRM Switch’s resources that can do exactly that. (more…)

Posted in: Corporate Updates

Leave a Comment (0) →

Enterprise CRM: What Is It And Does Your Business Need It?

Enterprise CRM: What Is It And Does Your Business Need It?The term “enterprise CRM” can be confusing for someone who has just started searching for CRM solutions for their business. With so many vendors offering so many editions, it’s easy to get confused when trying to decide if a business needs enterprise CRM.

To make matters even more confusing, some vendors offer enterprise CRM, but call it by a different name. This has led some people to believe that CRM and enterprise CRM are the same thing, just with a different volume of licenses. While they do share certain features, there are vast differences between enterprise CRM and standard CRM products. Understanding these differences should make it easier for a business to decide which solution best fits their needs. (more…)

Posted in: CRM Value

Leave a Comment (0) →

How to Avoid a CRM Demo That Wastes Everyone’s Time

Sales guy demoing CRMBecause of the high cost of most CRM software, an important part of the evaluation and selection process is the CRM demo. If a vendor’s software doesn’t end up meeting your organization’s needs or is under-adopted, committing to the wrong vendor can turn out to be an expensive mistake.

The stage in your buying cycle at which you view a CRM demo is critical. Many companies schedule CRM demonstrations too soon. (more…)

Posted in: Buying CRM

Leave a Comment (0) →

What is a CRM Scorecard (and do I need one)?

Thumbnail image of a CRM scorecard in a spreadsheetWhatever you call it–scorecard, report card, feature matrix–there are certainly lots of variations on the theme. The underlying idea is to provide a method of comparing, apples-to-apples, two or more software solutions.

For the purposes of this post, we will define a CRM scorecard as a catalog of important factors to be measured.

In terms of the evaluation of CRM solutions, my experience has proven that the only effective scorecard is a custom CRM scorecard. Why? Because your company’s workflows, business rules, and priorities are different than others. (more…)

Posted in: Buying CRM

Leave a Comment (0) →

Five Ways to Save on CRM Subscription Costs

Save on CRM SubscriptionIn today’s subscription economy, there are a number of ways to save on the total cost of CRM software. Below are five of them. The same advice can apply to almost any type of enterprise subscription software.

1. Don’t commit to a CRM subscription before you’re ready

This may sound obvious, but don’t sign a contract before you’re ready. We’ve heard of several companies that got a great deal on CRM licenses by committing by a certain date — but the user licenses ended up sitting on a virtual shelf for over a year. (more…)

Posted in: CRM Cost

Leave a Comment (0) →

What’s the Best CRM Software?

The Best CRM SoftwareAsking the question, “what’s the best CRM software?” is similar to asking the question, “what’s the best ERP software?”

With an increasing number of CRM choices, the answer depends on the size of your organization, your business model, your systems landscape, your budget and more.

People often turn to crowd review sites or traditional review sites to find the best CRM. Some traditional review sites are limited to only those vendors that are currently participating in a lead generation program — so the vendor landscape may not be complete. (more…)

Posted in: Buying CRM

Leave a Comment (0) →

CRM Strategy vs. CRM Tactics: 5 Examples

CRM Strategy vs. CRM TacticsFor each business requirement that a CRM system can be configured or customized to address, there’s often a decision as to whether the requirement should be delivered tactically or as part of a broader CRM strategy.

In our opinion, a CRM strategy should be developed before a CRM subscription even begins. Once the subscription has started, there should be an ongoing commitment to a strategic approach to decisions as to what functionality to deliver to users. (more…)

Posted in: Implementing CRM

Leave a Comment (0) →

How to Prevent a Marketing Automation System From Becoming a $20k+ Per Year List Marketing System

Prevent an Expensive List Marketing SystemMarketing automation is a red-hot technology that holds great promise for many organizations.

But what Peter Dicken first wrote several decades ago in his book Global Shift continues to hold true today:

… technology in, and of, itself does not cause particular kinds of change. It is, essentially, an enabling or facilitating agent.

Yet marketing automation continues to be deployed at organizations at which there’s a general perception that this type of technology in and of itself will cause change and produce results. (more…)

Posted in: Marketing Automation

Leave a Comment (0) →
Page 4 of 28 «...23456...»