CRM best practices for small businesses

6 CRM Best Practices for Small Businesses

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6 CRM Best Practices for Small Businesses

 If your team has never used a CRM system before, there will be an adjustment period, but here are 6 CRM best practices for small businesses that will keep you moving in the right direction.

drip marketing

What is Drip Marketing?

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What is Drip Marketing?

What is drip marketing? Well, you asked the right person. As the Marketing Manager here at TAI, I have some direct connection with this topic. Here’s how I describe drip marketing: Drip marketing is like a casual dinner party – your guests arrive at different times and from various places, but... Continue Reading

infor crm tip

Infor CRM Tip: How to Find Specific Attachments

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Infor CRM Tip: How to Find Specific Attachments

I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being... Continue Reading

transparency with sales

3 Ways to Improve Sales Team Transparency

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3 Ways to Improve Sales Team Transparency

Transparency is more than just a business buzz word. It’s a catalyst for communication and accountability throughout an organization. Transparency is the key to 360 degree views of what’s happening, collaboration between all departments, and a real understanding of what’s going on throughout the... Continue Reading

predictive analytics crm

3 Predictive Analytics for CRM

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3 Predictive Analytics for CRM

There is a gigantic and horrifying sea of predictive analytics research & theory out there – so much so that it could make your head spin. So, for the sake of sanity, let’s hone-in on three of the major predictive analytics types for CRM and how they can make you a smarter, savvier, sales or... Continue Reading

sales management crm

CRM Requirements for Sales Management

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CRM Requirements for Sales Management

Which CRM requirements are crucial for sales management? Keep these categories in mind as you analyze the sales management capabilities of a CRM system.

crm for marketing

3 ways to use CRM to Enhance Your Marketing

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3 ways to use CRM to Enhance Your Marketing

You may not think of CRM as a marketing tool, but the information it provides can be extremely useful to a marketer. You could be utilizing some great features of CRM not only to enhance your marketing, but also make your life a little simpler – and goodness knows we all could use a little more... Continue Reading

ipad

SugarCRM Introduces MACS: Mobile Application Configuration Service

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SugarCRM Introduces MACS: Mobile Application Configuration Service

SugarCRM announced the release of Mobile Application Configuration Service (MACS) last week. This new tool for Sugar Enterprise or Ultimate subscribers allows customers to deploy a customized version of the SugarCRM mobile app for cell phones and tablets.

process driven

The Future of CRM is Process-Driven

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The Future of CRM is Process-Driven

Traditional CRM systems are born data-driven. The user enters information into standard modules that represent data types like accounts, leads, or opportunities, and then figures out the necessary processes later. However, process-driven CRM, while lesser-known, is starting to gain traction in... Continue Reading

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