Articles On crm

Why CRMs Fail and It’s Time to Transition to CXM

CRM

Why CRMs Fail and It’s Time to Transition to CXM

When Siebel Systems first pioneered Customer Relationship Management (CRM) software in 1997, it was a noble effort. The premise...

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From Mounds of Paper to Everything in One Place: A Digital Transformation Story

Back Office

From Mounds of Paper to Everything in One Place: A Digital Transformation Story

For many parents, filling out financial aid paperwork is a terrifying task. It’s a trip into the unknown, with...

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The Secret Weapon for Introvert Entrepreneurs: CRM Software

Back Office

The Secret Weapon for Introvert Entrepreneurs: CRM Software

Networking, sales calls, customer service and vendor relations. These are all activities every entrepreneur knows they need to handle...

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[Video] Why You Should Choose a Cloud-Based CRM

CRM

[Video] Why You Should Choose a Cloud-Based CRM

Ten years ago, 88% of CRMs were hosted on business systems. But today, 87% of CRMs are hosted in...

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5 Common CRM Mistakes to Avoid Making at All Costs

CRM

5 Common CRM Mistakes to Avoid Making at All Costs

The importance of a customer relationship management (CRM) software is something you may already know about as a small...

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What is Lead Injection? Why You Need a Better Way to Get Leads into Your CRM

CRM

What is Lead Injection? Why You Need a Better Way to Get Leads into Your CRM

When a consumer reaches out to your business and expresses interest, they become a lead. In marketing, we call...

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[Video] Get More Out of Your CRM with Tags

Local Marketing

[Video] Get More Out of Your CRM with Tags

So you’ve upgraded your contact list into a customer relationship management (CRM) system. And hopefully, you’ve entered your contact...

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[Video] Turn Your Contact List into Cash

CRM

[Video] Turn Your Contact List into Cash

Did you know it’s 6 to 7 times more expensive to attract a new customer than it is to...

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7 Questions to Ask Yourself before Investing in a CRM

CRM

7 Questions to Ask Yourself before Investing in a CRM

When most business owners decide their business needs a customer relationship management (CRM) system, they put together a list...

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7 Contact List Mistakes You’re Probably Making

CRM

7 Contact List Mistakes You’re Probably Making

Did you know 65% of businesses adopt a customer relationship management (CRM) system within their first 5 years? CRMs...

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What to Look for in a CRM: 9 CRM Features You Have to Have

CRM

What to Look for in a CRM: 9 CRM Features You Have to Have

Many local business owners view CRMs (customer relationship management systems) as databases. Basically, they see these systems as a...

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Are you making these 6 common mistakes when building your contact list?

CRM

Are you making these 6 common mistakes when building your contact list?

Hopefully you use your contact list to communicate regularly with customers and potential clients. You do…have a contact list…right?...

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Customer Segmentation for Small Business

Back Office

Customer Segmentation for Small Business

If you have a simple customer database or point-of-sale payments system or email marketing list or appointment scheduling software...

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SMBs and CRM

CRM

SMBs and CRM

What is social CRM? Does it work? Should I be concerned about Twitter and Facebook? Can I get leads...

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