Clear C2 CRM Blog

Why Your CRM Needs to be Customized

What is CRM Customization? Before we can discuss why or when a company may need customization, it would be prudent to understand what it actually is. CRM customization is the process of adding new or modifying existing CRM features in order to make it a better fit for...

CRM Mapping

Not too long ago, sales reps used to travel to their customers and leads without a driving plan. They had a difficult time managing the volume of leads to nurture and the customers to visit. All they had was a list of names, addresses, and phone numbers. It was...

What is GDPR and how can CRM help?

What is GDPR? GDPR Stands for General Data Protection Regulation (GDPR). It is a legal doctrine that establishes guidelines for the collection and processing of personal information of individuals within the European Union. The GDPR defines the principles for data...

Artificial Intelligence (AI) in CRM…CRM of the Future

Defining AI To understand how CRM works with AI, you need to understand the meaning of AI. Wikipedia describes AI by saying Artificial Intelligence (AI) is displayed by machines, as opposed to “natural intelligence,” which is displayed by humans and other animals. ...

CRM with Customer Support

If you track a lot of customer calls and questions, you need a CRM with Customer Support. Automating the process of taking customer's questions and getting results faster will boost internal productivity and increase customer satisfaction. But what does great customer...

What is a Drip Campaign?

Drip Campaigns Drip campaigns are automated marketing processes that send information to contacts over a period of time. The messaging can come via email nurturing, social media posts, phone calls, or regular mail. These drip marketing campaigns can focus on one type...

How CRM Helps Reduce Operating Costs

No matter the size or scale of your business, managing customers, product mix, marketing initiatives, and sales targets can be an overwhelming endeavor. There’s lots of moving parts, including: departments that may not even be in the same office or building, and teams...

Types of CRM and How to Choose The Right One

There are three different types of CRM software - Operational CRM, Analytical CRM, and Collaborative CRM. Most enterprise CRM systems contain all three areas within their solutions. They can overlap or work independently within the CRM. Depending on your business...

ERP and CRM – Benefits of Integration

ERP and CRM systems are both very powerful software applications. But they have very different features and functions for your business. CRM systems manage the details of your relationships with your customers. Most of your 'front-end' employees use CRM daily when...

Utilizing Your CRM as a Business Intelligence Tool

Our decisions are only as good as the information we use to make them. Imagine making choices about your healthcare using blood pressure, cholesterol and other measurements taken by your doctor five or more years ago. In the world of business, the importance of...

CRM for Small Businesses

CRM System for your Small Business Regardless of the size of your company, you need to take full advantage of the tools and technologies that can fuel your business's success. That means using a Customer Relationship Management (CRM) system. You need a simple CRM...

How does CRM Automation Optimize your Sales Process?

When you automate your sales processes in CRM, your sales team will become more efficient and close deals faster. You can achieve this sales process optimization by incorporating your current business rules with your CRM workflow tools. Think of your sales processes...

Managing Relationships Proactively with Your CRM

A blog in The Wall Street Journal last year underscored the increasing importance of delivering an exceptional customer experience. In fact, the piece by Irving Wladawsky-Berger, who worked at IBM for nearly four decades and has also spent time as a strategic advisor...

Should You Invest in Best-of-Breed or a Suite of Software?

There is a concept in psychology known as the paradox of choice. Popularized in a book by Barry Schwartz, the basic idea is that an overabundance of choices can make consumers more anxious and less certain of their purchase decisions. Schwartz argues that the almost...

Why You Should Not Overlook CRM Training

When companies are evaluating CRM vendors for their projects there are many criteria that need to be examined to ensure they make the correct decision. A lot of the low hanging fruit that gets addressed (and rightfully so) are vendor experience, CRM...

What are the benefits of CRM with Marketing Automation?

CRM and Marketing Automation Are you wondering how marketing automation works in a customer relationship management (CRM) application? CRM systems are not just great for sales teams, some have fantastic marketing automation tools. As a business, what does your...

Two Paths to an Integrated CRM and ERP: Which is Right for You?

As a manufacturer, you are aware there are many software solutions available to help run your business. There are two types of applications in particular that, together, cover almost the entire business scope: Customer Relationship Management (CRM) – A CRM system...

Your Business Processes are the Secrets to Your CRM Success

CRM solutions are intended to solve business problems while providing a resource for all of the departments to be on the same page. CRM implementations, if properly integrated, can help the efficiency of any company. Unfortunately, half of all CRM projects fail...

Ensure Immediate CRM Adoption with these Tips

New CRM User Adoption Tips The most important factor of any software tool is user adoption. This is especially important with Customer Relationship Management (CRM) software. You want your sales teams to like the software and actually use it. If no one is using the...

Must-Have Manufacturing CRM Features | ClearC2 CRM Software

Everybody involved in manufacturing knows that the list of skills, tools and competencies required for success is long and always evolving. One of the tools necessary for success that have emerged over the past few years is a powerful CRM for manufacturers. Indeed, a...

Measuring Customer Loyalty

Did you know from some studies over the years that… • Most businesses lose about 25% of their customers annually • On average, the CEO's of most U.S. corporations lose half their customers every five years • In general, the longer a customer stays with a...

Reasons to Switch From Salesforce to C2CRM

Why choose C2CRM over the 'CRM Mammoth' Salesforce? Are you tired of Salesforce? Has their CRM software failed to meet your business needs? I'd like to give you a few reasons to switch from Salesforce and choose C2CRM as your next (and final) CRM solution. If you look...

Blockchain for Manufacturing CRM | ClearC2 CRM Software

The term machine-to-machine (M2M) technology may sound robotic and cold, but its potential benefits are very human. M2M communication is as straightforward as it sounds, referring to the process by which two machines share data without any involvement by people. M2M...

How to Continually Improve the Quality of your CRM Data

The list of reasons why manufacturers utilize CRM is as long as it is compelling. From accurate demand forecasts to improved product quality to a more intelligent supply chain, CRM is a tool that can help manufacturers stand out in a highly competitive industry....

Why Manufacturers Need a CRM | ClearC2

The factory of the 21st century will only dimly resemble manufacturing operations of the past. It’s already happening: Automation, robots, and the Internet of Things are making factories far more efficient and capable of preventing equipment breakdowns before they...

CRM Case Study: Aiphone | Clear C2 Manufacturing CRM

Aiphone: Leveraging the power of C2CRM It can seem difficult to imagine today, but there was a time in the not so distant past when sales teams didn’t see the value in a CRM. At best, it was considered a glorified Rolodex. At worst, it was an arcane albatross that...

The Amazon Effect: Manufacturing CRM Automation | Clear C2

What manufacturers can learn from their local pizza place Want to learn about the modern manufacturing process? Order a pizza. You’ve grown your manufacturing business by keeping your cards close to your vest. Information was shared on a need-to-know basis, and, more...

CRM Case Study: Brint Electric | Clear C2 Manufacturing CRM

Customer Spotlight—Brint Electric: Responsiveness is Key to the Relationship Like a lot of companies, Toledo, Ohio-based Brint Electric has an amalgam of salespeople working to sell the family-owned company’s mix of commercial and industrial electrical services...

Manufacturing & Supply Chain Forecasting

Supply chain forecasting and manufacturing forecasts are critical, and can sometimes be tricky. The information from a sales forecast uses all aspects of a manufacturer's business. This important data includes manufacturing schedules, inventory management, product...

What is CRM Integration?

CRMs commonly exist as a standalone system where the data is collected natively in the software application. However, there are instances where it is vital that data generated from other external systems is needed to get an expanded view of the business as well as for...

Blockchain CRM

Blockchain CRM Blockchain is one of the latest crm technology enhancements in CRM. Since 2000, CRM systems have seen the infusion of many technologies and platforms. Some of these features have added several benefits to CRM solutions. We have seen browser-based cloud...

Questions Companies Should Consider before CRM Shopping

Prior to shopping for a CRM Software, companies need to look internally and ask the tough questions needed to develop the business process requirements to be addressed by the new system. Below are questions organizations typically ask: Marketing Departments: How do I...

How Do You Know If You Need CRM Software?

How to you identify if a CRM is needed? The easiest way to recognize if a CRM is needed is to look for signs of…

Lead Management Process Tips using CRM Automation

Automate your CRM throughout the lead management process CRM Automation can offer you a comprehensive lead management system. If you or your team needs to improve their prospect marketing, you need to look at your current processes. Look at how you capture leads and...

Top 3 Advantages of CRM

CRM Advantages In a previous blog article, I discussed my basic definition of what a CRM is. Now I would like to point out some of the reasons companies deploy CRMs and the resulting benefits of doing so. When executives look at how their business can succeed, it...

What is the meaning of CRM?

What does CRM Stand For? The CRM acronym stands for Customer Relationship Management. CRM is a software solution that brings together all of your customer’s information and interactions in one location. Having this data in a central repository allows your teams to...

On-Premise vs Cloud vs Hosting vs SaaS – Which is right for you?

Are you confused with all the software terminology and relationships like Saas Cloud, Saas vs Cloud, Saas vs On-Premise? If you are considering a CRM or any software implementation, you need to understand the types of deployments and which one is right for you. The...