The Anatomy of a CRM/ERP Integration

CRM/ERP

The more you understand your customers, the easier it is for your business to succeed. Many companies have two distinct software tools that manage customer data: CRM manages sales and…

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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…

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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.…

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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…

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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…

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