Resource Center

Topic: CRM

6 Strategic AI Enhancements For Your CRM

Published April 24, 2019
Your CRM solution contains a large amount of data about your business, and CRM software vendors are constantly innovating their solutions to keep pace alongside the bustling business landscape. One of the latest innovations in CRM technology, that is creating multi-level waves of opportunity for all kinds of companies, is Artificial Intelligence (AI). Our latest whitepaper explores the impacts of AI surging on the business technology scene and explains the six strategic AI enhancements you should be embracing in your CRM.

CRM Roundup 2019

Published February 06, 2019
The latest updates in CRM software for 2019, over this whitepaper.

CRM Goes Social - Maintaining Strong Customer Relationships Via Social Media

Published November 09, 2018
With customer centricity at the heart of every modern day business, it's safe to say that CRMs are the catalysts to achieving the same. However, there is one more attribute that this powerhouse has taken up - social media! So what do CRMs and social media have in common, and what's in it for your brand?

Top 6 Business Boosting CRM Automations

Published July 30, 2018
CRM systems were born from a rapidly growing need among all types and sizes of businesses- to capture and maximize leads, clients, and customers. In fact, 91% of companies with 11 employees or more now use a CRM and 50% of companies with less than 10 are using CRM technology as well.

13 Opportunities to Use CRM for Sales

Published June 21, 2018
CRM software was originally designed to simply track customer data, but its now being used for much more - including sales. While you’re probably already using your CRM software to assist your sales team in some capacity, we’ve found that many businesses are under-utilizing the features of their software and the data they are already collecting.

CRM Buzzwords

Published April 17, 2018
Oftentimes the biggest barrier to entry for new technology is simply understanding it. For every new set of tools, a new lexicon develops that leaves many on the outside looking in. While CRM may not be the newest kid on the blog as far as business technology goes, there are still a lot of people out there who don’t understand the lingo that has developed around it. If this sounds like you, you’re in luck.

7 Must-Have CRM Integrations

Published March 28, 2018
Is your CRM software fully integrated with the other tools your business is using, especially for communication and scheduling purposes? If it’s not, you’re almost certainly not benefiting to the fullest extent possible, and you’re likely wasting a lot of time in the process too. CRM integrations extend the functionality of the software, while decreasing administrative work for your employees.

8 CRM Tools You Need for a Winning Lead Nurture Strategy

Published January 02, 2018
Does your business have an effective lead nurturing strategy? Before you answer that, keep in mind that a good strategy is different than having a few good sequences in place. This is not an area you want to overlook. The more you develop and test your lead nurturing strategy, the more sales you will enjoy - there is a direct correlation between the two. It should be no surprise that CRM tools are one of the secrets to doing this.

8 Reasons SMBs Should Invest in a CRM

Published October 30, 2017
Adopting a CRM platform early offers many advantages, including the fact that it increases the odds of long-term success. While the cost of CRM software used to be prohibitive for most small businesses, this is no longer true. Cloud-based solutions have made the pricing much more competitive, and as many as 87% of companies now rely on them for their CRM software.

7 Ways Your CRM Helps Convert Leads

Published September 18, 2017
Failure to convert interested leads can impact your bottom line drastically and simultaneously increase your operational costs and decrease your profits. The most common reason for this failure is lack of follow through from a sales team. Did you know that 74% of CRM users said that their CRM gave them improved access to customer data? And that by properly implementing a CRM, a business could shorten the sales cycle by 8 to 14%?

Is Your CRM a Liability

Published August 02, 2017
Is your CRM a liability? Before you answer too quickly with a no, just think about all the advancements that have taken place over the years regarding this technical solution. In fact, just in over the past decade there has been a dramatic shift away from on-premise systems to cloud based solutions.

12 Must-Have CRM Features

Published July 10, 2017
Having a CRM is absolutely essential to any modern day business's success. In fact, 91% of companies with 11+ employees now utilize a CRM solution in their business. When making the decision to purchase or upgrade your CRM solution, it can be quite overwhelming determining which features are essential to your success versus those that pack more fluff than punch.

Making the Case for a New CRM

Published June 16, 2017
Did you know that having an outdated CRM is just as bad as not having one at all? Do you find yourself working even just a little too hard to make your current CRM work to maintain your contacts and relationships? While it is increasingly more difficult to reduce customer churn, modern CRM tools are much more powerful and provide much more opportunity to develop stronger relationships with your clients that can provide more stability and revenue to your company and bottom line.

Don't Make These 10 CRM Mistakes

Published May 25, 2017
Finding and buying a CRM is exciting. It is also quite daunting as you want to be as prepared as possible so as to avoid making a costly mistake. We have seen that many businesses fail when implementing a CRM, as they repeatedly make the same errors over and over again.

The 2017 CRM Comparison Guide: Q2 Edition

Published April 21, 2017
If you’re in the market for CRM software, we’ve got good news. We’ve updated our CRM comparison guide for Q3.

Are You Using These 8 CRM Features?

Published March 29, 2017
One of the biggest mistakes that businesses make when it comes to their CRM software is the features they don’t use. This happens because they invest in CRM with a handful of problems in mind, so they’re content as long as it solves them. But if you want to maximize your ROI, you should be utilizing every feature available to you.

SMB CRM Providers Comparison Guide

Published February 14, 2017
A good SMB CRM system can be an incredibly valuable asset for your business. As more businesses recognize this value, the amount of SMB CRM vendors is expanding quickly. Navigating the pricing plans, features, and service terms of all these can be a decision-making nightmare.

CRM and Contact Center Integration

Published February 01, 2017
One of the best ways to improve your customer service is to integrate your CRM and contact center software. Benefits of doing this include:Improved customer satisfaction through more personalized contacts, Better conversions on lead, and Increased employee productivity.

Your Guide to Social Customer Service

Published January 05, 2017
Did you know that 67% of online consumers have used social media for customer service purposes?Unfortunately, many businesses ignore social mentions because they don’t know how to handle them appropriately. This is a problem because managing and responding to these mentions can make or break your brand.

A Guide to Selecting a Customer Portal for your CRM

Published December 28, 2016
This whitepaper provides a guideline for selecting the right customer portal solution for your CRM by following a three-stage process. By comparing in-house and third party SaaS products, we examine present business and technical portal requirements, which are then mapped against the upfront and hidden costs for development and future scalability needs.

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