Author

Jennifer Karpus-Romain

CRM: Expectations vs. Reality

CRM Expectations

Adopting a new customer relationship management (CRM) solution is always a major undertaking, so it’s normal for expectations to be pretty high. After all, this new CRM was probably pitched…

Filed Under:CRMTags:,

5 Ways to Create a Better Customer Experience

customer experience

In nearly every industry, customer experience (CX) is a hot topic. No matter what service or product you sell, you have customers, so you want to make sure they’re happy.…

Filed Under:Business, CRMTags:,

5 Things I Learned from SugarCon 2018

SugarCon 2018

It’s been about a week since I left SugarCon 2018 in Las Vegas. I wanted to take a step back and have time to reflect on what I learned at…

Filed Under:CRMTags:, ,

8 Signs it’s Time for CRM

time for CRM

“I don’t think we need that.” “We only have XX salespeople. We aren’t ready for CRM.” “I would love to, but it would just be one more system that my…

Filed Under:CRMTags:

5 Steps That Simplify the Sales Process

CRM leads

Creating efficiencies in your business is important because it helps keep your company moving forward. It’s all about the bottom line: How can you best serve your customers? One way…

Filed Under:CRM

How to Get the Most from SugarCRM

SugarCRM Sugar CRM

For the fourth year running, PCMag named SugarCRM as best CRM Service in its annual Business Choice Awards. But why is it the best? User Experience According to the 2018 PCMag Business…

Filed Under:BusinessTags:, ,

10 Tips for Migrating Your CRM

Migrating your CRM

Whether you’re upgrading from a homegrown customer relationship management (CRM) system or switching from one software provider to another, knowing exactly how to migrate your CRM can be a challenge.…

Filed Under:CRMTags:, ,

How to Turn Total CRM into a Bonafide Data Machine

Data Machine

Stop taking the guesswork out of data. Instead find the value of unified data. Combining your customer relationship management (CRM) with other software, such as marketing and sales force automation (SFA),…

Filed Under:CRMTags:, ,

20 Questions to Answer to Improve the CRM User Experience

CRM user experience

Whether it’s a website, CRM, or other software, user experience (UX) is of the utmost importance. Why? If the user experience—the overall experience of a person using the technology—is poor,…

Filed Under:CRMTags:,

How Does Gamification Work Like Our Favorite Childhood Pastimes?

Gamification

The definition of gamification is incorporating game-like systems into non-game situations. Gamification makes it possible to turn boring, tedious tasks into compelling jobs for your employees. It’s not about turning…

Filed Under:CRM, GamificationTags: