CPQ is an acronym for “Configure Price Quote”. A CPQ solution can reduce or eliminate a lot of the inefficiencies around the product and/or service quotation process and help to shorten sales cycles. CPQ can make sure that the right combination of products is always quoted and the system can even suggest what complementary products should be included as options within a quote. (more…)
Posts Tagged CRM
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…)
There has always been a tradeoff between how much information a website visitor is asked for when they fill in a form and the likelihood of the site visitor actually submitting the form or “converting” as marketers like to refer to the action.
In general, the fewer fields that a site visitor is asked to fill in, the higher the visitor-to-lead conversion rate. So, how can you ask visitors for less information on your landing pages and other places that your forms live — and then make up for more scant visitor-supplied data after the fact? For that matter, how can you enrich leads regardless of the source? (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…)
Many people recognize CRM as an essential tool for salespeople. However, CRM is increasingly being integrated across all departments within an enterprise. One of the key focuses of this increased integration is on marketing departments. Nearly every generation of CRM development now introduces expanded options for using CRM to improve and inform marketing efforts.