CRM
CRM | News, how-tos, features, reviews, and videos
SAP wants to woo businesses back to its CRM
Woo, not sue: That's SAP's new strategy for dealing with customers that want to access their core ERP data through a cloud-based CRM system.
10 things you need in a CRM vendor proposal (and 3 you don't)
If you're doing a CRM system conversion, expansion, or initial implementation, there are some things you need to look for — and look out for — in a vendor proposal. We'll help you sort it out.
10 dirty secrets of CRM
CRM vendors cash in on your hopes for revenue, profitability and collaboration. And it's all true … except for the parts that they leave out. Here are some truths that they won't share but you should understand.
Building a customer community: 13 critical questions to get started
Salesforce, WordPress, Simplemachines, BB engines…they all have demos for community-building tools that will daze and amaze. But which one’s for you? Don’t go shopping until you’ve answered these questions.
What is the best CRM software? Key features to look for
Many businesses undervalue the planning that must go into CRM selection and overlook the importance of defining the capabilities and results that will matter most to their organization. Don't be one of them.
Deduping in Salesforce: The complete how-to
Don’t be duped by Salesforce.com duplicate records. Deduping seems like one of those routine system maintenance issues, but it’s actually very tricky and there's no undo.
Best free CRM software, 2018: 7 top tools
Customer relationship management (CRM) software can help businesses foster new sales opportunities and improve internal efforts to organize around key objectives. And with these free tools, CRM doesn't have to be an expensive...
Salesforce administrator responsibilities: What needs to be done and when
What does a Salesforce administrator do all day, week or month? Here's the general rundown.
CRM vs. ERP: What's the difference and which do you need?
Both CRM and ERP systems handle contacts, companies, quotes, orders and forecasts… and they may handle line-item configuration, bundles, delivery schedules and invoices. Where does one start and the other stop? Behold this guide for...
8 CRM implementation best practices
A poor-quality CRM implementation can significantly impact the bottom line. Here’s what you should consider when choosing and rolling out a CRM system to ensure a faster return on your enterprise software investment.
CRM vs. marketing automation: What's the difference and which do you need?
Both CRM and marketing automation systems handle leads, contacts and companies, but where does one start and the other stop? Behold this guide for the bewildered.
Salesforce Lightning vs Classic: What you need to know now
Salesforce Classic isn't going away anytime soon, but that doesn't mean you shouldn't be planning your move to the new Lightning UI. Here’s a transition guide for the bewildered.
5 Dreamforce 2017 takeaways to guide your CRM strategy
Dreamforce is the largest single-technology conference in the world, and it’s complete sensory overload. But there are some messages you need to pick up, loud and clear, for your CRM planning assumptions.
Talkdesk leverages AI to improve inside sales
Talkdesk for Sales is an excellent example of how AI can be used to augment a worker’s skill set and make them more productive.
How to plan a CRM project that's guaranteed to fail
We all want our CRM projects to succeed, and one way of making a winner is avoiding the characteristics of failed projects. Think of this article as a recipe for disaster and follow none of the advice herein.
What to do when your CRM project fails
Many IT articles discuss how to avoid project failures…which is great, but according to industry analysts, at least one-third of CRM projects fall short. Here, we’re going to explore what to do if you’re in that unlucky 33 percent.
10 signs your CRM system needs an overhaul
Poor data quality, broken add-ons, and ineffective integrations are just a few of the tell-tale signs that you may need to refresh your CRM system — or scrap it altogether and start anew.
Salesforce certifications: When they matter, when they don't and what to look for
What you should know about Salesforce certifications for your staff, your consultants, and your project.
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