This isn’t about the system; this is about the common language. Five ways CRM helps marketing perform. CUSTOMER ACQUISITION & RETENTION It often happens that marketing, sales and the service teams look at the prospects and customers differently. For example,… Read More »Helping Marketing Understand the Power of CRM
THE SECRET TO YOUR SUCCESS WITH TECHNOLOGY PROJECTS Enjoy a summary of the interview with the Toronto-based Agile trainer Shai Shandil about how working per the Agile Methodology helps businesses to minimize: Project delays Budget overruns Processing Inefficiencies This methodology… Read More »Agile 101
Here are the three ways you can implement Zoho: DIY Configuration: Use in-house resources and a variety of online tutorials. ✨ This option is good when you have standardized business processes, and you don’t need much customization to Zoho’s default… Read More »How Can I Implement Zoho?
Honesty Honesty is a valuable virtue in social settings. It is just as important for business success. Building realistic expectations, prioritizing what matters, mitigating risks, navigating topics you’re not an expert in is a lot to lift for a business… Read More »Three Advantages of Third Party Consultants
This is the question that Customerization gets at every group training and 1:1 conversations. Here is what we say (the price is mentioned at the very end). Application Lifecycle Management (ALM). The way CRM providers develop, govern, and maintain systems.… Read More »What is the difference between CRM for Small and Big Businesses?
Digital transformation is an unavoidable step in many businesses’ lifecycle. This makes it a hot topic, creating a very paradoxical situation. There is so much information about digital transformation, that it makes it too hard for business owners to choose… Read More »What businesses should understand about digital transformation
As technology evolves, business trends and customer expectations also change. For example, over 3.6 billion people were using smartphones as of 2020, with a projection of 4.3 billion by 2023[1]. This changes how consumers communicate with the brands, buy, expect… Read More »How Technology Helps Business Growth
When was the last time you’ve met your clients or prospects in person? If you’re a tech-savvy individual, you might say long ago. Why? The reason – most of the business processes have gone online. From banking to shopping and… Read More »How to Digitize Business Processes with CRM Systems
As a small business, using CRM software will ease some of your day-to-day tasks which will give you time to concentrate on growing your business. With so many CRM tools in the market today, it can be challenging for some… Read More »What is the recommended CRM for small businesses?
Customer relation management (activities) involve a lot of variables and data points that keep changing day after day. Without an automated tracking system, it can be challenging to track these changes manually, yet they are very crucial in assessing the… Read More »Alerts vs. Dashboards in CRM