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CRM Articles

5 Advantages Online Retailers can Achieve with an AI-Powered CRM

Customer Relationship Management (CRM) software has become an essential solution for companies that spans across every industry. Other than communication tools, a CRM is typically the first investment that a company makes, which makes it a universal, must-have system for companies both small and large.

Most every business is leveraging a CRM system in some way, from collecting and storing contact details and nurturing leads to improving the customer experience and improving workflows and productivity internally. As such, CRM system vendors are constantly innovating their systems to provide the most relevant and po...

CRM Trend Watch: CRM Is Expanding Beyond Customer Service and Sales

Customer Relationship Management (CRM) software is considered one of the must-have business tools for companies of every type and size. In fact, a CRM is one of the very first software investments that a small company will usually make to help spur and support growth by setting up an easily accessible customer and c...

As such, CRM systems and features are some of the most heavily relied upon software tools for customer service and sales teams within organizations, small and large. 

Your Employees Aren't Using Your CRM…

Less than 40% of CRM customers have end-user adoption rates above 90%. -CSO Insights

83% of senior executives explained that their biggest challenge was getting their staff to use the software. -Really Simple Systems

The Importance of Customer Relationship Management Software for Small Businesses

If there’s one thing that all businesses strive for, it’s customers. How do companies get new customers and keep the existing customers? Most likely by perusing leads and attempting to give existing customers a positive experience. A larger company is likely to have a comprehensive list of leads and cust...

Customer Relationship Management software may be a new endeavor for small business owners, so it’s important they understand the value CRM software brings. CRM software provides data entry, social media and email integration, lead management, and analytics, all in one system. Customer trends are recorded, and ...

How a CRM Benefits Small Businesses

Customer Relationship Management software, or CRM for short, is technology small businesses can utilize in order to store and manage all relationships with potential and current customers all in one place and more efficiently than ever. There are many key benefits to this including increased organization, customer s...

First, a small business implementing the use of a CRM software will keep the company organized from day one. These systems allow the storage of important digital files and customer information, eliminating the need for spreadsheets or physical filing systems. Not only will the ease of digital storage benefit the com...

4 Ways to Use Your CRM During the Holiday Sales Season

Your CRM solution offers an invaluable collection of tools and features that you can leverage successfully in your business all year-round. However, when a seasonal rush hits your company (likely making up a large portion of your revenue and new business each year) it’s important that you don’t neglect C...

Your CRM is perhaps most important during the busy times your business has during the year, and you can use the CRM tools available to capture and tend to new leads and customers, create a memorable, positive customer experience during a traditionally hectic shopping time, and boost customer retention all year long ...

5 Ways Your Sales Team Should be Using Your CRM

CRM solutions provide a vast array of tools and features that have become business necessities for managing contacts, supporting customers, gleaning customer insights from data, and more. CRM software can bring great benefits to companies, and the impact of a CRM spans across departments and initiatives.

Using a CRM in your sales efforts and encouraging your sales team to leverage to take full advantage of CRM tools available to them can help improve your sales efforts, shorten the time it takes to convert customers, and retain more customers over the long-term. 

What Should Your Small Business be Looking For in a CRM?

Customer Relationship Management (CRM) software solutions are a business must-have for creating an accurate, valuable customer or client database. Beyond that though, a CRM can also introduce some great benefits into your business, from increases in productivity to improved service and conversion rates.

Cloud-based CRM systems are swiftly rising in popularity, particularly among small businesses who can take advantage of enterprise-grade tools for an affordable cost that fits into the tight budget of a small company. As a result, a CRM is typically one of the first software investments a small company makes. 

6 CRM Trends to Embrace in 2019

As businesses aim to become more customer-centric, the field of CRM software has much to experiment with. What's in store for 2019? This article provides some valuable insights.

Is your CRM ‘Sales-Enabled’?

Think that CRM is only meant for logging in inquiries made by customers? Thanks to AI, software integration and a host of other new-age advancements - it's more than just that!

Top 10 Best Ways to Manage Your Leads

No matter the niche or size of your company, every growing business relies heavily upon a common mission—acquiring leads and converting them into loyal, long-term customers for your particular products or services.

Leads are people or companies who may have interest in your company as a customer, client, or potential partner. Leads begin as names and contact information. However, if you cultivate these budding relationships well and manage them impeccably, leads possess the power to transform into key business growth drivers. ...

The Pros and Cons of Open Source CRM

An important aspect of business growth is the ability to effectively track and prioritize your leads, relationships, and opportunities. In the early phases of a company, these activities are often tracked manually. However, as your business grows and you acquire more leads, clients, or customers, a manual approach t...

If your company needs a more efficient, reliable, and time-effective solution for managing your business opportunities and customer relationships, then investing in a Customer Relationship Management (CRM) system is great business decision, no matter the size of your company.

Mastering Mobile Connectivity: The 7 Best Apps

The world is becoming increasingly mobile, and businesses and organizations that intend to keep up with the competition need to acknowledge this. Mobility and connectivity are also having revolutionary effects on the evolution of customer relationship management. So, it should come as no surprise that CRM software i...

Choosing a CRM solution provider or mobile app can be challenging, so we’ve put together a concise list of the seven best apps. Take a look:

Social Media and CRM Integration

Customer Relationship Management (CRM) has always been an element of running a successful business, and it has always emphasized managing interactions with consumers based upon developing a deeper understanding of customers’ needs and desires. Social media is an important resource for gauging these needs and d...

In the past, customer relationship management has been accomplished in a number of ways, including compiling relevant data about customers from a variety of sources, including the customer’s history with the company, interactions with customers via telephone, email, and through the company’s website, etc...

Dust off the Cobwebs: 8 Signs You Need a New CRM

Relationships are likely central to many of your company’s growth initiatives and goals, and with very valid and rooted reasons. To secure continual profits, you must be able to attract a steady stream of new customers. You must also be able to successfully and personally manage relationships with customers, c...

As your business grows though, these relationship management activities also become much more robust. During previous growth spurts you’ve probably realized the need for a powerful Customer Relationship Management (CRM) system and implemented the solution that made the most sense at that moment.

Your New and Improved Virtual Receptionist

The ability to scale your business successfully is often very closely correlated with how accessible you and your teams are to your existing or prospective partners, clients, or customers. If your business is human-powered, is not actually feasible that you or your staff can be available 100 percent of the time. How...

The virtual receptionist feature available through your Voice Over IP (VoIP) phone system can help you offer your important business contacts a seamless and satisfying experience when they contact your company.

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