What is Lead Scoring & How Can It Help?

Sales Forecasting for Manufacturers

What is Lead Scoring & How Can It Help? Charlie Spaneas What is lead scoring? Lead scoring is an automated marketing tool used by sales and marketing teams to determine qualified leads. Scores are attached to each lead based on their interest level in products or services. Lead scoring models differ from company to company. […]

Relationship Management in Business

Relationship Management in Business Charlie Spaneas 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 or credibility to leverage when your business is not […]

Email Marketing

Email Marketing Charlie Spaneas Email marketing is the distribution and communication of a message using email. These emails are sent to an individual or to a group of people. Businesses typically use email marketing to advertise their products or email newsletters. It also helps in promoting loyalty and brand awareness in a company’s broader digital marketing […]

CRM with Project Management

5 Tips for Improving CRM Usage

CRM with Project Management Charlie Spaneas 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 details related to your customers. Do you […]

Understand CRM Pricing & Hidden Costs To Watch For

Understand CRM Pricing & Hidden Costs To Watch For Charlie Spaneas 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 […]

Why Your CRM Needs to be Customized

Why Your CRM Needs to be Customized Charlie Spaneas 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 general categories. Types of […]

CRM with Customer Support

5 Tips for Improving CRM Usage

CRM with Customer Support Chantaye Patton 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 service look like? How do you make […]

How CRM Helps Reduce Operating Costs

Configurable sales processes

How CRM Helps Reduce Operating Costs Charlie Spaneas 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 has stepped in to make the process more manageable (and […]

Types of CRM and How to Choose The Right One

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Types of CRM and How to Choose The Right One Clear C2 The three different types of CRM software are 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 needs, you may need […]

ERP and CRM – Benefits of Integration

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ERP and CRM – Benefits of Integration Chantaye Patton 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 they work with customers for […]