CRM | Sales | Marketing Insights by Lindsay Garrison
A successful customer relationship management (CRM) implementation can help your business develop stronger customer relationships, design and implement effective marketing campaigns, and turn sales leads into measureable sales performance. Like most tools, a CRM platform is only as good as the team using it. Here are a few tips to help you use your company’s CRM platform to its full advantage. Know What You Need from Your CRM System Before […]
Not surprisingly, businesses don’t like to waste money – especially small, start-up businesses. Customer relationship management (CRM) is a tool to lower costs, increase productivity, and manage business relationships. That’s why failing to include CRM in the initial budget just doesn’t make sense. Even for a small business, CRM has a number of business advantages: Helps sales staff work more efficiently to increase sales performance Organizes data in one place […]
Organizations can make a number of costly mistakes when implementing a customer relationship management (CRM) system – especially when they elect not to use specialist and perform the development and implementation internally. A few mistakes can have significant time and financial impacts. In the worst-case scenario, organization can be left with a CRM system that doesn’t meet business needs. Here are some common CRM implementation mistakes, and how they can […]
We’re busy. We don’t need no extra steenkin’ mouse clicks. When Sage added full synchronization between Sage ACT! 2011 and Outlook they added “Appointment” as History value. Because Outlook uses “Appointment”, now ACT! must also include the term in order to share data. Although we love our ACT! CRM software, “Appointment” now appears first on the history list, and this has been fiercely annoying to long-time ACT! users who expect […]