CRM Website Integration

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CRM Website Integration Charlie Spaneas What is CRM Website Integration? How can it help you? Web CRM integration merges your Customer Relationship Management (CRM) software with your website’s Content Management System (CMS) – like WordPress, Drupal, or Joomla. After the integration process is complete, you will receive a robust and powerful tool that will help […]

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. […]

Why Your CRM Needs to be Customized

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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?

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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 […]

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 […]

Using Your CRM as a Business Intelligence Tool

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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 […]

CRM Training – Why it’s Important

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CRM Training – Why it’s Important Charlie Spaneas 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 attention. Why Companies Need CRM Training To have a […]

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

Two Paths to an Integrated CRM and ERP: Which is Right for You? Charlie Spaneas 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 […]

CRM Best Practices to Ensure User Adoption

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CRM Best Practices to Ensure User Adoption Clear C2 Improve your Customer Relationship Management (CRM) adoption with these best practices. You want your sales and marketing teams to like the software and actually use it. If no one is using the CRM program, you’ve wasted a lot of time and money and will not see […]

Reasons to Switch From Salesforce to C2CRM

Reasons to Switch From Salesforce to C2CRM Chantaye Patton 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 […]