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…)
Posts Tagged CRM
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…)
QuickBooks Desktop continues to be a dominant accounting software for small to mid-sized business. It’s also an application that accountants know well, which is one of the barriers to SMBs switching off of QuickBooks.
As the sales force automation and marketing automation worlds continue to converge, one of the issues that has arisen is a level confusion resulting from the fact that salespeople and marketers have traditionally used the same words to describe different things. (more…)
On a recent podcast episode in which Sam Biardo and I served up our 2015 CRM and marketing automation prognostications, Sam predicted that in 2015, mobile CRM apps will be broken up into multiple apps. (more…)
Before marketing automation became popular, lead scoring in CRM was a calculation based on user-maintained values in various fields. For example, if a salesperson selected “Hot” from the Rating picklist field, this would increase the score for the lead. (more…)