How to Select the Right CRM Solution

On October 22, 2019, Posted by Paul Arthur, In crm consulting, crm vendor selection, marketing, microsoft crm, sales, sales software, Salesforce, Technology Tips & Tricks, crm selection, crm software, crm system, Microsoft Dynamics CRM, software demo, RFP, crm expert With No Comments

CRM Selection Tips

Salesforce Einstein: Transforming Business With AI

On January 10, 2019, Posted by Matt Schuval, In marketing tools, Salesforce, crm system, salesforce crm, sales team, AI, salesforce einstein With No Comments

What Do You Need to Know about AI?

“Life is like riding a bicycle. To keep your balance you must keep moving.”—Albert Einstein

Does Your Business Need a CRM Consultant?

On November 27, 2018, Posted by Matt Schuval, In clean crm data, crm best practices, crm consulting, CRM implementation, Salesforce, crm customization, crm software, crm system, customer relationship managment, Microsoft Dynamics CRM, mitigate risk, microsoft dynamics 365 With No Comments

CRM Consulting Firm

Manufacturers and distributors receiving poor customer feedback or struggling to meet their sales quotas naturally seek out customer relationship management (CRM) software to reverse these trends. However, they don’t necessarily know the best way to invest in front-office...

3 Tips for Improving CRM Use

On November 15, 2018, Posted by Paul Arthur, In bpm, business processes, CRM, crm consulting, crm use, sales, salesforce, crm system, CRM training, dynamics crm, improve crm, microsoft dynamics 365, dashboard With No Comments

Get the Most from Your CRM Software

A common dilemma we see organizations face when implementing a new CRM system is determining the best way to use it. Many businesses assume that once they purchase the CRM software licenses, they can simply install the software and watch it work its magic to...

How Safe is Your Data in the Cloud?

On November 07, 2018, Posted by Candice Schuval, In Cloud, cloud erp vs on-prem, cloud security, Enterprise Software, erp security, crm system, epicor cloud, ecommerce, Microsoft Azure With No Comments

The Truth About Cloud Security

Today's enterprise is faster and more connected than ever. One reason for this improvement is the massive shift from on-premises legacy systems to cloud suites and integrated hybrid systems. Yet, many remain pessimistic of cloud capabilities since usage largely...

CRM is Revolutionizing Field Service Management

On July 09, 2018, Posted by TJ McDowell, In crm consulting, crm mobility, crm system, customer relationship management, customer service, IoT, salesforce crm, microsoft dynamics 365, AI, salesforce einstein, field service management With No Comments

How Advanced Technology Improves Field Service

The Harvard Business Review claims that customer relationships are now about twice as important as brand value in determining overall enterprise worth. That’s because customers now have more options than ever. No matter the flashiness of the brand...

CRM Aligns Sales, Marketing and Service

On April 18, 2018, Posted by TJ McDowell, In marketing and sales alignment, unity, crm system, customer service, salesforce crm, microsoft dynamics 365, AI, collaborative selling, chatbot With No Comments

Optimize Your Customer Service

We’ve written before on the importance of using customer relationship management (CRM) solutions to align marketing and sales, but what often gets left out of the equation is customer service. However, customer service has never played a more critical role in...

Free CRM - What is Sugar CRM, Really?

On June 18, 2015, Posted by Marie Newmann, In Transforming Business Through Software, Enterprise Software, ERP Strategies & Implementations, ERP System, free crm, free customer relationship management software, free software, sugar crm, crm software, crm system, Epicor® 9 With No Comments

Free CRM - What is SugarCRM, Really?

One of the most searched terms relating to CRM software is the term, "free CRM". In fact, free CRM is searched nearly 44,000 times per month. What we assume most businesses are looking for here is a free CRM software solution that will allow them to ...