5 Questions SMBs Need To Ask When Researching CRM Platforms

You might turn to your parents or friends for advice on buying your first car. Your doctor can clear up any confusion about trying a new diet or fitness regime. When small and medium-sized business (SMB) owners start looking around for a customer relationship management (CRM) platform, on the other hand, there might not be […]

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Succeed with CRM: Customer Service Edition

Welcome to a multi-part series on how to succeed with CRM. By now, most of you reading this have or are using a CRM right now. It could be Salesforce.com, Microsoft CRM, Sugar, Zoho, Pipedrive, etc. My guess is that most of you are NOT getting the value you thought you would get from your CRM. Maybe […]

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Success with CRM: Sales Rep Edition

CRM From the Perspective of a Sales Person For a Sales Person, there are endless benefits for using a CRM.  So much so that every Sales Rep should be demanding their company provide them one. Let’s have a look: Everything in 1 Place: Between customers, prospects and one’s network, the average sales person could have […]

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How to Succeed With CRM: Sales Manager Edition

Welcome to a multi-part series on how to succeed with CRM. By now, most of you reading this have or are using a CRM right now. It could be Salesforce.com, Microsoft CRM, Sugar, ACT, etc. My guess is that most of you are NOT getting the value you thought you would from your CRM. Maybe […]

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Why Bother with a CRM?

Why Bother with a CRM and How to Make it Work for You? For many companies, implementing a CRM is not an easy task because for decades sales people have been “doing it their way” and now, all of sudden, we are asking them to standardize their communication & organization methods.

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