Resource Center

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

Sponsored by: Magentrix

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.

The Social Intranet: A guide to getting better business results

Sponsored by: Magentrix

Published December 02, 2016
This whitepaper describes why the shift from a traditional to a social intranet is imperative to staying competitive, and analyzes the costs and benefits associated with implementing one. You will also find useful KPIs to measure performance and further leverage your intranet's success, raising employee engagement and boosting your competitive advantage.

CRM Basics for e-Commerce Start-ups

Published September 06, 2016
Customer Relationship Management (CRM) software is an invaluable tool for any e-commerce start-up. Your existing customers are the most valuable asset you have. With a CRM, you can better engage with them so that one-time customers become repeat customers and even evangelists for your brand.

The Customer Connection

Published August 08, 2016
To stay competitive, your small business needs to take advantage of CRM and social media. CRM software is a useful tool that can help you develop a social media presence and connect better with the customers you already have.

5 Common Pain Points CRM Solutions Eliminate

Published June 24, 2016
With a good CRM solution, you can create a record of every interaction between your company and the customer, allowing you to see a 360-degree view of the customer.

Best Practices for an Integrated Sales Funnel

Published May 25, 2016
While some people use the terms CRM and MAP interchangeably, they actually refer to two distinct software categories. But much like peanut butter and jelly, CRM and MAP work better together. Learning more about these two types of software and how they can be integrated is critical for developing a robust sales funnel that doesn’t leak.

Bridging the Marketing-Sales Divide

Published May 18, 2016
Understanding the differences and similarities between a Customer Relationship Management (CRM) platform, a Marketing Automation (MA) software solution, and Email Marketing service providers will help your business bridge the sales-marketing divide and increase ROI.

Social CRM Solutions Comparison Guide

Published May 09, 2016
Social CRM makes meeting customers’ standards a breeze for businesses. Does your business have the social CRM solution that best fits your needs? Our new comparison guide lists 35+ of the top social CRM solutions on the market, taking the guesswork out of your social CRM search.

2016 CRM Buyer's Guide

Published March 16, 2016
A CRM solution can help you better understand your customer's needs, but only if you first understand your company's need for a CRM system. Our CRM Buyer's Guide walks you through the reasons for CRM failures, the latest trends, and provides checklists for preparing your search for a solution, vendor, and how to calculate the benefits.

10 Signs Your CRM is Obsolete

Published December 10, 2015
A CRM system is incredibly important to modern businesses. So make sure you are not relying on an outdated solution.

Making the Case for a New CRM System

Published October 29, 2015
Customer Relationship Management software has gone from a "nice to have" to a business essential. This free new guide details how to spot signs of an outdated system and explains how to sell management on the purchase.

CRM Features for C-Suite Executives

Published October 06, 2015
CRM systems are indispensable to most businesses. Explore the function ideal for C suite executives that will boost efficiency and productivity.

Infographic: CRM Conquers the Cloud

Published September 30, 2015
Cloud CRM is fast becoming the preferred method of utilizing customer relationship management solutions. In this fun and informative infographic, we'll give you quick yet encompassing information on everything you're looking for in regards to cloud CRM -- how it works, what to ask, how to buy, and how your business can reap its benefits.

Choosing an Affordable CRM Solution

Published September 28, 2015
Discover how your business can obtain a cutting-edge, effective CRM system on a tight budget by reading our new whitepaper!

Five Fundamentals for Omni-Channel Commerce Success

Sponsored by: SAP

Published September 16, 2015
Today, the marketplace is undergoing a transformation toward individualized consumerization, and commerce needs to become real-time and more customer-centric. In this ebook, SAP details the 5 fundamentals for a successful omni-channel commerce,

How to Drive B2B Commerce Success Today

Sponsored by: SAP

Published September 16, 2015
This SAP eBook provides real-life examples of how five companies have significantly enhanced their commerce capabilities to grow their business and customer retention through delivering exceptional omni-channel customer experiences.