Since the beginning of 2016, we’ve been running a non-scientific CRM poll in which we ask the question, “What is the primary CRM system that’s in use at your organization?”.
We decided to name six CRM brands in the poll and then include an “Other” selection, which allows for typing in a free-form response. We also added “Spreadsheets” and “Homegrown” as named options.
What surprised us was that “Spreadsheets” is the third most common primary CRM system among respondents. (more…)
Salespeople 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…)
In 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…)
Google 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…)
As 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…)
Data migration from a legacy system or systems is often the wild card item on a CRM services proposal. It can represent the most commonly underestimated set of tasks.
Technically, data migration involves three components: extract, transform and load. These are commonly referred to as ETL. (more…)
Marketing 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…)