Category Archives: CRM Blog

The Three Types of CRM and How to Determine Which is Right for Your Business

You’ve doubtlessly heard that every business – regardless its industry or size – needs a customer relationship management (CRM) system to communicate effectively with existing customers and prospects, as well as among the different departments of your organization so vital data about customers and leads doesn’t fall through the cracks – perhaps resulting in an unhappy, lost customer or lost sale. But did you know … Read More

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Using Your CRM to Measure B2B Sales Metrics That Matter

Keeping a tab on sales activities is crucial for every organization. With today’s available tools, companies can track almost everything they want to know in their sales department. Different sales metrics have different utilities – some have been in place for many years, whereas others are new and more precisely focused. However, companies often try to identify and measure as many key performance indicators (KPIs) … Read More

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Don’t Waste Time on Poor-Fit Customers

In the B2B world, time is money. When you think about it, most of the investments you make in purchasing equipment, software and even hiring employees are with the intention of saving your business time – so you can most effectively utilize those resources to increase revenue and profits. Also when you think about it, your customers are an important investment. Your business doubtlessly spends … Read More

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Today’s CRM Best Practices

Whether your company currently has a customer relationship management (CRM) system or is considering one, following best practices will help you help your CRM attain the best results for reaching your business goals. As your company may have several departments and levels of users, there is much more involved than taking the CRM “out of the box” so to speak, setting some basic tasks and … Read More

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How to Implement Meaningful CRM Reporting

There is hardly any doubt that companies now need a robust customer relationship management (CRM) solution to manage their customers effectively. A CRM solution can prove to be an important asset to your sales team, as covered in detail in our blog post – “How Does a CRM Solution Help Sales?” However, just having a CRM system cannot guarantee success. To reap its full benefits, … Read More

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Maximize Your CRM Capabilities With These Best Practices

Regardless of the scale of your business operations, CRM software has become a must-have tool to meet your customers’ demands and keep them happy. With customers becoming even more knowledgeable and demanding, it is tough to meet their expectations without a customer relationship management solution. CRM has become a necessity for businesses, both large and small. It helps you build a strong relationship with your … Read More

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Why Your Business Needs a Unified CRM Solution

What do customers value the most when doing business with you? Choice? Convenience? An esteemed brand name? Believe it or not, they value relationships over transactions. A customer who knows your company knows – and cares – about who they are, what they need and is committed to making sure their needs are met (and anticipated) is a loyal, long-term customer. This is especially true … Read More

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The Importance of Being Certain During Uncertain Times

The effect that COVID-19 is having on businesses of all sizes is profound. While the world slowly begins to resume activities that everyone once took for granted as daily life, enterprises of all sizes, in all industries, will be dealing with a new normal. During these unprecedented times, meeting your customers’ needs is more important than ever. Business disruptions serve to increase anxiety among those … Read More

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How Could a CRM Put Your Auto Dealership in The Driver’s Seat?

The automotive industry is a competitive vertical. And, with customer expectations on the rise, it is not easy for businesses to manage their customers without the help of technology. But there is one tool that helps businesses tide over most of the customer relationship problems, and its name is customer relationship management (CRM) software. Yes, an automotive CRM can help manage your customers more efficiently. … Read More

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Top CRM Features Your Business Needs for Success

Customer relationship management (CRM) software is known to help businesses on several fronts. To name but a few, it organizes and stores your data in one place, automates your sales and marketing processes, streamlines your business operations and helps you develop a strong relationship with your customers. For these reasons, businesses both large and small are embracing CRM with open arms. According to Forbes, the … Read More

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