5 Reasons to Define Your CRM Requirements First

CRM Requirements FirstIn the CRM purchasing process, a common sequence of events for CRM buyers is to first go through a round of vendor demos and to then decide on and commit to a specific CRM vendor. After the purchase of the CRM system, the next step is to go through the exercise of defining detailed CRM requirements. Finally, a CRM implementation is performed based on those defined requirements. (more…)

Posted in: Buying CRM

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Should You DIY Your CRM Requirements?

DIY CRM Requirements?You have wisely decided to gather and document your organization’s high-level CRM requirements in advance of engaging CRM vendors and sitting through demonstrations.

This process means interviewing stakeholders and representative end users, taking voluminous notes (involving a scribe is a good idea), and then consolidating all of this gathered information into a master requirements document and an associated slide presentation. Text, tables, images, and flowcharts typically all come into play. (more…)

Posted in: Implementing CRM

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What Is Content Marketing, And Why Do I Need It?

Content Marketing is KingYou’ve probably heard these buzzwords a hundred times: outbound marketing, inbound marketing, and content marketing. What do they really mean, though? And how do they affect your brand, in particular?

Well, when we talk about these concepts, it’s important to look at them through a marketing lens. So, let’s start with the definitions of each. (more…)

Posted in: Marketing Automation

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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

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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

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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

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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

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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

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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

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