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Benefits of A Customized CRM Database and User Interface

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Benefits of A Customized CRM Database and User Interface In a fast-paced world, many businesses offer one-size-fits-all services and solutions. For example, some Customer Relationship Management (CRM) solutions force clients to use their out-of-the-box fields, forms, and limited options. Finding a vendor who understands the uniqueness of each customer is essential. Yet, finding a partner […]

Transactional Data in a CRM

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Transactional Data in a CRM Introduction Customer Relationship Management (CRM) systems are software applications that manage your customer’s journey. CRM tools track relationship management, sales, and customer support communications. Sharing this up-to-date customer data fosters internal collaboration and consistent messaging with your customers. Most companies operate their operations and financial transactions through the use of […]

Free CRM Systems. What to Look Out For!

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Free CRM Systems – What to Consider Before you “Buy” When it comes to CRM software that is available for free, the adage “you get what you pay for” can hold true to some extent. Free CRM software can offer basic functionality and provide value for certain businesses. Before making that decision, there are a […]

CRM Website Integration

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CRM Website Integration Charlie Spaneas CRM Website Integration and How it Can Help Your Business 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

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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. They need to increase their sales and productivity to outperform their competition and remain viable in the marketplace. This […]

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 adding or modifying Customer Relationship Management (CRM) features to fit how you do business. Setting up your CRM to fit your processes increases user adoption, internal efficiency, and sales. Three Types of Customization With so many CRM software choices, […]

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 Defining Enterprise Resource Planning (ERP) & Customer Relationship Management (CRM) 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’ […]

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 your doctor took five or more years ago. In the business world, the importance of tapping relevant and […]

CRM Training – Why it’s Important

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CRM Training – Why it’s Important Charlie Spaneas When companies evaluate CRM vendors, many criteria are 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 successful CRM […]