Lead Enrichment for Better CRM Database Maintenance


World information technology

Simply put, lead enrichment is a process that goes beyond regular CRM database maintenance – it is a smarter way to score leads based on explicit data, allowing sales and marketing teams to quickly segment and prioritize key

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Chatter for SharePoint (and many more Winter ’15 Enhancements) Now Available!


iStock_000001506574Small

Who says that salesforce.com and Microsoft can’t play nicely?

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Top 10 Customer Relationship Management Articles for Wealth Advisors


WealthManagers

It’s been said that the best gift is time. As many wealth advisors and their firms are busy wrapping up 2014, we thought we’d save you some time by recapping our best CRM discussions of the year.

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Can CRM Work for Contractors?


Can CRM Work For Contractors

CRM systems have historically been marketed as a productivity tool for sales, marketing and customer service teams.

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The Effects of Marketing and Sales Alignment


The-Effects-Marketing-Sales-Alignment

Aligning marketing and sales teams is essential to the success and sustainability of every business. Although, according to a 2014 Corporate Visions Study, only ten

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Successful Sales Follow-up Calls start with CRM


They're the best team in the call center

If you are a salesperson, you probably know the phrase, “the fortune is in the follow up.” Yet the real key to better lead conversion lies not in simply following up, but rather doing it in a timely fashion.

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Using the Salesforce Asset Object vs. a Custom Object


Salesforce Asset Object Fields

Your company is a manufacturer or distributor and you want to track which of your customers own what products. What’s the best way to do this, using the out of the box Asset object, or creating your

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15 Ways to Get the Most Out of Pardot


Most-Out-Pardot

As with any marketing automation system, Pardot, salesforce.com’s B2B marketing platform, has a lot of capabilities that those whom have never had direct experience with this product category might not be

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Top 4 Advantages to Using a Cloud CRM System for Wealth Managers


Advantages-Cloud-CRM

The practical application of cloud-based CRM can bring tremendous financial advantages to wealth management firms. Compared to the higher costs typically associated

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Preparing for Marketing Automation


Preparing-Marketing-Automation

With more and more companies accepting the idea that a Marketing Automation system is as necessary to the marketing department as a CRM system is to the sales department, marketers are looking for information on

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11 Salesforce Public Knowledge Base Setup Tips


CRM Strategy

With the Winter ’14 release, salesforce.com reduced the pricing for internal company use of Salesforce Knowledge. As of the release, Salesforce users no longer need

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CRM Budgeting – Contracting a CRM Partner


CRM-Budgeting-Contracting-A-CRM-Partner

CRM budgeting is the most productive practice to ensure your investment actually provides a positive financial return. Working with a CRM partner can make the difference when it comes to ROI longevity.

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