3 Critical CRM Metrics
What makes customer relationship management (CRM) software truly valuable is the massive amounts of critical data that you can collect when the system is properly adopted. The newest iterations of CRM automatically equip your front office with deep insights. Your...
CRM and PandaDoc Integration
Sales reps are all about pushing deals to the finish line, but they must overcome several hurdles to get there. Simple tasks like finding the right information to fill documents or collecting signatures can slow down the sales cycle and cause reps to miss their...
ERP and CRM Integration for Lean Manufacturing
It seems counterintuitive to say that enterprise software can help manufacturers reduce waste and support leaner practices. If you spend time and money on a new system, aren’t you creating more waste? Sounds logical, but here’s the truth:...
3 Easy Ways To Manage Customer Relationships
If you ask around, you will find that most business leaders probably feel that their organization could be a bit more polished and organized when it comes to how they currently manage customer relationships, both new and old. Managing new and...
A Guide To Mapping Your Sales Process To CRM
One of the most important deliverables of a CRM system is it's ability to support and improve sales processes. This often ends with how CRM software can be mapped to support the desired sales functions and activities deemed to best for each...