Category

CRM

Q&A: AMP Exec Details Why She Chose SugarCRM and How to Make Your CRM Project a Success

Sugar implementation

If there’s one thing that separates American Marketing & Publishing (AMP) from other traditional print-based publishing companies, it’s their willingness to adapt. When they began losing customers for their printed…

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5 Things Everyone Gets Wrong about CRM Data Migration

CRM data migration

A major part of any CRM implementation is migrating data. This process involves getting input from multiple departments, creating processes, and (of course) your data. Since migration is so challenging,…

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20 Questions You Should Always Ask About CRM Before Buying It

buying CRM

Buying and implementing a CRM is a big decision for any company. There are many factors to consider. It’s not just about the bells and whistles of new software. It’s…

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11 Resources That Will Improve Your Sales Skills

sales skills

Even though we live in a world that’s dominated by rapidly evolving technology, plenty of businesses are still very skeptical about every new advancement. For instance, old-school tactics are surprisingly…

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How to Sell CRM to a Skeptic

CRM skeptic

Many executives and managers just don’t grasp the value of CRM. Why should they invest in an expensive new software platform when they’re fine with the way their old Excel…

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Connecting Your Software Platforms: What You Need to Know

software integration

When it comes to software, every business has a unique set of needs. In an attempt to create the perfect solution to those needs, most companies end up cobbling together…

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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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