Having a good knowledge of CRM data enables businesses to develop better, more precise marketing strategies that target specific customer needs, increase sales and improve customer service. But gaining these deeper
Buyers are officially in control of the buying process. This fact is no surprise to marketers and salespeople who have found their roles completely redefined in the past several years.
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.
CRM systems have historically been marketed as a productivity tool for sales, marketing and customer service teams.
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.
A CRM investment involves more than simply purchasing a software. Thoughtful preparation and long-term budgeting truly is what differentiates successful CRM projects from those that go awry.
Before the Salesforce brand became ubiquitous with the term CRM (customer relationship management), it all started with automation tools. These types of Sales Force Automation systems (or, SFA), like ACT! for example,
Bill Goulette, our Salesforce Practice Director of Mid-Market and Commercial, chats with Steve Chipman, President of Lexnet CRM, to discuss the pros and cons of Gmail vs. Outlook and Salesforce integration.
A CRM strategy and a marketing strategy both share related purposes and are integral to each others success. Every business needs both. However, each strategy has it’s own unique distinctions.
If we juxtapose the balance of nature (that naturally for each “positive” there must be a balance of “negative”) with the decision to purchase CRM software, we arrive at the intersection of benefits vs cost.
Ignoring regular maintenance to your CRM system can significantly disturb several aspects of a business including the actual system itself. Even though the tasks to keep the system in tune do require regular time and attention, the maintenance doesn’t have to be a chore.