Tag

crm

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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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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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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