Category

CRM

CRM: Managing Leads and Opportunities

Difference between leads and opportunities

We’ve all been there. You need to find a phone number or email address for a contact. You know you have the information somewhere, but you can’t remember where. Was…

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Blog Series: Automation in CRM Part 3: Total CRM

Total CRM

A Total CRM platform combines both marketing and sales force automation to merge your customer and sales data to improve the utility of each piece exponentially.  Read on to learn…

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Blog Series: Automation in CRM Part 2: Sales Force Automation

Sales Force Automation in CRM

A Total CRM platform combines both marketing and sales force automation to merge your customer and sales data to improve the utility of each piece exponentially. Read on to learn…

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Blog Series: Automation in CRM Part 1: Marketing Automation

Marketing Automation in CRM

A Total CRM platform combines both sales force and marketing automation to merge your customer and sales data to improve the utility of each piece exponentially. A customer relationship management…

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CRM Capabilities: For Customers and Beyond

CRM Capabilities for Resellers, Partners and Co-workers

Customer relationship management (CRM) software, by definition, manages your customer relationships. It houses all the data points for your current and potential customers in one place. However, CRM capabilities extend…

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5 Best Practice Tips for CRM Use

5 CRM System Best Practices

A CRM system can give your business both a look forward and backward, and be the centralized hub for customer information. While you understand the reasons you need to use CRM software,…

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CRM On-the-Go: Using Mobile Devices

CRMs and mobile devices

Customer relationship management (CRM) software is a fantastic way to house all your customer data to best serve your clients. For the most efficient use of your CRM, you need…

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Top 7 Reasons to Use Gamification for CRM

Gamification and CRM

A CRM system is a fantastic way to improve efficiency and organize customer information. However, it is only as productive as its users. If your employees are not engaged in…

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How Manufacturers Big and Small Benefit from CRMs

CRM for manufacturers

No matter the size of your manufacturing firm, utilizing CRM can grant you great rewards. Every business has a unique set of problems that having a customer relationship management system…

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Saving Time: Announcing RingCentral for SugarCRM

RingCentral SugarCRM

At first glance, picking up a phone and dialing a number to make a sales call doesn’t seem all that inefficient. Sure, it takes a little time to punch in…

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