Posts Tagged CRM

Managing Extension Numbers in CRM

CRM Extension NumbersAs 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…)

Posted in: CRM Features

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Is Your Company Ready for Marketing Automation?

Marketing Automation ReadinessMarketing 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…)

Posted in: Marketing Automation

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What is CPQ for CRM?

CPQ for CRMRecently, there has been a great deal of buzz in the CRM world about CPQ. What is CPQ and what’s the reason for its seemingly sudden popularity?

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…)

Posted in: CRM Features

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What Does CRM to CMS Integration Really Mean?

CMS CRM Integration MeaningAlmost eclipsing requests among CRM buyers for CRM to ERP integration is interest in CRM to CMS (Content Management System) integration.

As with the former, the latter can mean a lot of different things. It’s important for CRM buyers to define what the business needs are behind a desired technological connection between CRM and CMS — and develop definition beyond listing “Website Integration” as a bullet point on a CRM feature requirements list. (more…)

Posted in: CRM Integration

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CRM Marketing Campaigns vs. Marketing Automation System Campaigns

CRM Marketing Campaigns vs. MA System CampaignsAs 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…)

Posted in: Marketing Automation

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What is Predictive Lead Scoring for CRM?

Predictive Lead Scoring FunnelThe way in which CRM leads can be scored has come a long way.

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…)

Posted in: Marketing Automation

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