Tag

crm

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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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…

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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.…

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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,…

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Are You Using Your CRM System to Its Fullest Capabilities?

CRM capabilities

A customer relationship management (CRM) system offers many benefits beyond holding customer information. Are you using all the CRM capabilities? With CRM, you are able to simultaneously follow industry trends…

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Get Relationship Intelligence Without Doing Hours of Research

relationship intelligence

Take your customer relationship management (CRM) software a step further by adding relationship intelligence. What does this term mean? Relationship intelligence technology generates information about a prospect; combines data from…

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5 CRM Trends for 2018

crm trends

Customer relationship management (CRM) software gives business owners and managers the peace of mind that comes with knowing their teams have easy access to the customer data they need to…

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Tracking the ‘Untrackable’: How CRMs Take on the Sales Funnel

sales funnel

Customer relationship management (CRM) software houses all your customer data in one place. Whether your sales team is primarily at the office, or out in the field, essential customer information…

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