Clear C2 CRM Blog

What is Lead Scoring?

Lead Scoring is a tool used by sales and marketing teams to determine the worthiness of leads. Scores are attached to each lead based on their behavior relating to their interest level in products or services. The "value" of each lead differs from company to company....

CRM Benefits for Wholesalers & Distributors

Wholesale and distribution CRM use several methods and procedures to manage complex businesses. These business processes include relationships with customers, product manufacturers, and others in the supply chain. To outperform their competition and remain viable in...

Relationship Management in Business

Relationship management is the most important aspect of any business. It is the foundation of keeping customers and gaining new ones. It also pertains to internal communications within your own company across all departments. Without relationships, there is no trust...

Email Marketing

Email marketing is the distribution/communication of a business message, either to an individual or to a group of people, using email. Companies typically use email marketing to send out emails for the advertising, promoting and selling of their products or services...

CRM with Project Management

CRM with Project Management gives you the tools you need to successfully manage your projects. Having your CRM and Project Management solution fully integrated gives you a complete accessible solution. It's a solution to assign tasks, track time, and view all contact...

CRM Pricing Model

CRM Pricing What is the cost of CRM? CRM vendors have different options on how they price their software and services. And while the actual pricing is important, the structure and terms & conditions can be equally critical. It can change the dynamics of the total...

Why Your CRM Needs to be Customized

What is CRM Customization? CRM customization is the process of adding or modifying CRM features to fit the way you do business. Setting up your CRM to fit your processes increases user adoption, internal efficiency, and sales. CRM customization falls into three...

CRM Mapping

Does your CRM have mapping capabilities? Mapping software allows your salespeople to use their CRM data (prospects and customers) to better manage their sales territories and route planning. Having sales territory mapping software built into your Customer Relationship...

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

AI and machine learning are growing trends in CRM. Combing these technologies delivers more predictive and personalized customer information in all areas of your business. It produces a more intelligent CRM. The benefits include accelerated sales cycles, improved lead...

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?

What is a drip campaign? Is it the same as an email drip campaign? And what about Drip CRM? Are you confused with all of the terminology? We will break it all down for you in this article. First, let's start with an overall definition of drip campaigns. Drip campaigns...

How CRM Helps Reduce Operating Costs

Customer Relationship Management (CRM) helps businesses reduce operating costs and increase sales. No matter the size or scale of your business, managing customers, products, marketing, and sales can be overwhelming. There are many moving parts. Luckily, technology...

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

What is the best CRM solution 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 company's success. That means using a Customer Relationship Management (CRM) system. Article...

How does CRM Automation Optimize your Sales Process?

Using a CRM solution will optimize your sales process. Your sales organization will become more efficient and close deals faster. You can achieve this by automating the stages of your sales into your CRM application. In other words, CRM workflow tools optimize your...

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...

CRM Training – Why it’s Important

When companies are evaluating CRM vendors, there are many criteria needed to ensure they make the best decision. Most organizations consider the vendor's experience, CRM features, pricing, and support. Training is often an afterthought and should garner more...

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 team 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....

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

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

What is CRM Integration?

CRM integration is the process of transferring the data from one system to another. Most CRM software exists as standalone systems. Yet, there are instances where it is vital to share data from external systems. This gives you a complete, 360-degree view of your...

Blockchain CRM

Since 2000, CRM systems have seen the infusion of many technologies and platforms, including browser-based cloud computing, social media, mobile apps, big data and analytics, and now blockchain. Article at a Glance: What is Blockchain? Simple Facts About Blockchain...

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...

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…

Automated Prospecting with these Lead Processes

Automating your lead management processes will develop better qualified leads and move them through the sales process quicker. Your marketing and sales teams will work together to ensure a more streamlined sales cycle of turning leads into customers. Importing your...

What is CRM?

The meaning of the CRM acronym stands for Customer Relationship Management. CRM is a software solution that manages customer and prospect information. All data is maintained in a central location by sales teams, marketing, and customer support. Data in a central...

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

Are you confused with all the terminology for software implementation, like SaaS Cloud or On-premise? Or what's the difference between some of these terms like Saas vs Cloud, or Saas vs On-Premise? If you are considering a CRM or any software implementation, it is...