Category Archives: CRM Tips

It’s good when Sales and Marketing Talk

I’ve been doing marketing communications for over 20 years now. Typically, sales will use a CRM to manage leads and marketing communications will use an email program to send out an email blast or part of a regular interval campaign, … Continue reading

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Getting the Most Out of Your CRM System

I recently read an article that explains why so many companies eventually abandon their CRM software. Whether you’re a first-time buyer or changing to a new brand, it’s an issue worth considering before you make a commitment to a new … Continue reading

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How to Avoid the Biggest Risk in Selecting a CRM System? A CRM system typically covers customer facing functions that includes sales, customer support, and marketing. Each function has its own unique characteristics and needs. The Sales Automation part of … Continue reading

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Four Proven Benefits of Integrating CRM and Knowledge Management

Combining knowledge management with CRM is always a smart choice. A truly integrated system that leverages customer intelligence with organizational knowledge leads to sustainable competitive advantage. Accomplish increased productivity. While responding to customer requests in CRM, your employees can have … Continue reading

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What Everybody Ought to Know About Customer Self Service

Studies indicate that self-service can reduce your support costs by up to 70% and yet provide value to both your business and your customers. A 24×7 online self-service solution will lower your support calls, emails, and routine repetitive questions. This … Continue reading

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Integrating Customer Service and Engineering – Seven Key Benefits

Effective customer service keeps customers happy and improves your ability to keep them as a customer. In today’s fast moving business environment it is important to provide customers with timely support when problems occur. You may be solving customer problems … Continue reading

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Three Tips for Short-listing SMB CRM Vendors

Small to medium sized (SMB) companies have many choices of CRM software options, yet choosing a solution that actually meets their needs is a tremendous challenge. SMB have needs that are as great as any large company but often do … Continue reading

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Your Way to a Successful CRM Adoption: Part II

In this series, we are exploring the key factors behind user adoption. In part one, we had talked about how to plan for adoption before implementing CRM. In part two, we will discuss four critical post-implementation items. Part II – … Continue reading

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Your Way to a Successful CRM Adoption: Part I

Poor user adoption is not a new phenomenon for CRM. Though adoption rates have improved over the years with the emergence of SaaS and increasing emphasis on user experience by CRM vendors, according to a 2011 report by CSO Insights, … Continue reading

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Six Ways to Manage Customer Experiences

In this digital age, your customers are accustomed to increasingly diverse options to interact with you and provide feedback. According to Forrester’s 2012 Customer Experience Index, over two thirds of the brands surveyed scored between “ok” and “very poor” in … Continue reading

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