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. […]

CRM Benefits for Wholesalers & Distributors

CRM Benefits for Wholesalers & Distributors Charlie Spaneas 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 the marketplace, they need to increase their sales and productivity. […]

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 […]

What is GDPR and how can CRM help?

5 Tips for Improving CRM Usage

What is GDPR and how can CRM help? Charlie Spaneas 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 management and the rights of […]

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 […]

ERP and CRM – Benefits of Integration

navy arrow with white cog

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 […]

Using Your CRM as a Business Intelligence Tool

blockchain technology in manufacturing crm

Using Your CRM as a Business Intelligence Tool Charlie Spaneas 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 tapping […]