Tag Archives: CRM

Three Reasons You Should Have a CRM

Three Reasons You Should Have a CRM There are three primary reasons why you should have a CRM in place at your company, even if you have never used one before. There are critical benefits available to you when you select the right platform and use it on a regular basis to manage your company. History Matters The ability to go back in time and … Read More

Three Questions to Ask Before Choosing a CRM

Before you make the all-important decision about the system you’re going to use going forward, it’s smart to ask these key questions. Make sure you’ve done your research in advance. When you’ve determined your needs, there’s a better chance that one CRM will emerge as the clear winner for your business. What Processes and Tasks Need Managed? This is certainly your first step in selecting … Read More

3 Tips for Successful CRM Implementation

One of the best ways to ensure that you use a CRM in the most effective way is to follow several tips for optimal understanding across the board. The more that your team is clear about how to use the system effectively, the more likely it will be easier to discuss buy-in and get everyone on the same page. What follows are some of the … Read More

How Does Quality Customer Service Enhance Your Company/Client Relationship?

Good customer service has numerous impacts across your company, but it’s certainly the most important as it relates to your clients and their relationship to your business. Having a customer service action plan and protocol is critical to achieving your goals and constantly promoting this positive relationship. Available Customer Service Customer service needs to go deeper than having a company-wide commitment to putting the client … Read More

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

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

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