Monthly Archives: May 2015

26 May 2015

Using CRM to Improve Your Business

Simply put, a well-implemented CRM can have a dramatic impact on your business. Just ask any entrepreneur who is successfully using a system. Anyone who has spent the time identifying the right system will probably tell you that there are noticeable, or even amazing, improvements in business just from implementing a CRM and looking at it often. Setting Expectations It’s important to remember that a … Read More

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18 May 2015

Five CRM Metrics to Pay Attention To

In past blog posts, we’ve talked about the downside of getting buried in data. Unfortunately, the way this evolves in the real world means that typically the person or team responsible for viewing data can get overwhelmed with too many data points, rendering much of any analysis useless. So here are some tips to identify five metrics that are worthwhile. Actions for Engagement Make sure … Read More

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11 May 2015

The Evolution of CRM

Even though it’s a pretty popular buzzword today referencing applications that help companies engage with their customers on a more systematic level, CRM has not been around forever, at least in a software sense. This article will tell you more about how CRM came to exist and how it’s evolved over time to help business owners be more effective. The 90’s In the 1990s, CRMs … Read More

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6 May 2015

How to Conduct CRM Research

The research to select your CRM is just as important as how you intend to use the software over time. You need to carefully conduct your research so that you select the most appropriate solution for your needs.  Follow the process below to get the most out of your research and the CRM you select. Determine Your Needs This might begin with a needs analysis … Read More

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1 May 2015

How Does CRM Help Small Businesses Boost Relationships With Customers?

How Does CRM Help Small Businesses Boost Relationships With Customers? There are many benefits to doing your research about CRM and ensuring that you’re getting the most out of your current system. Understanding these benefits more clearly can translate to more success for your company but also strengthened relationships with your current and future customers. Here are the leading ways that CRM boosts those relationships. … Read More

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