For 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…)
From time to time, a CRM deployment fails to meet the goals of the company. When that happens, the project is abandoned and the time and money spent on it is lost.
The business may attempt another CRM deployment, or they may forego the many benefits of a CRM system. While this doesn’t happen often, it is frequent enough to merit attention. (more…)
If anyone still had any doubts about the potential of the wearable market, the introduction of the Apple Watch should serve to remove them. By some estimates, the wearable market is currently growing at ten times the rate of the mobile market. And this should come as no surprise–people have been longing for advanced wearable tech for a long time. (more…)
Often, CRM is discussed in the context of direct marketing, e-commerce, and B2B sales. In these situations, salespeople are generally at a desk or working from a mobile device with CRM data readily accessible. It’s natural to wonder how CRM can work for a retailer, when salespeople are working a sales floor and point of sale (POS) register. (more…)
When it comes to convenience and flexibility, especially for a mobile sales force, it’s hard to beat web applications. And when it comes to web applications, it’s difficult to ignore Google App’s growing presence in the enterprise application space.
Google’s suite of web-based products allows for an unprecedented level of coordination and collaboration on a wide variety of projects, and is a natural fit for cloud-based CRM solutions. (more…)
Your enterprise CRM system has a lot of features designed to streamline your business processes — some of which you may not have explored yet. Workflow automation is one of the more popular features, as it eliminates the need to perform a lot of tasks manually. Within a simple user interface you can easily set up rules to automate many of your day-to-day tasks. (more…)
One of the most common requirements we hear about when speaking to businesses that are beginning, or in the midst of, a CRM evaluation is “dashboards”.
It’s not an unreasonable requirement by any stretch — all major enterprise CRM vendors offer dashboards of some type — but a dashboard in and of itself is not a true requirement. The real requirement is what kind of information a dashboard should display. (more…)