If you know the right questions to ask your CRM vendors, you’ll not only be able to make a well informed decision, but you will also increase your likelihood of long-term success with the CRM. Here are the crucial questions I recommend asking your CRM vendors:Continue reading
ERP (Enterprise Resource Planning) is a software system that helps businesses manage their core operations, such as accounting, inventory, and manufacturing. Many ERP solutions come with an embedded CRM “light” solution. This is appealing to finance and operation people but presents a lot of…Continue reading
When it comes to CRM software, there are two choices: custom or packaged. Custom CRM is bespoke—it’s built specifically for one customer. Packaged CRM is designed to fit the most common use cases across all customers. Each have their own advantages and disadvantages. Here are some of the biggest…Continue reading
A CRM is worthless if no one uses it. Businesses that are successful focus on CRM user adoption during CRM selection and post-acquisition. Here are some tips on how to do that.Continue reading
When evaluating the cost of CRM, it is important to consider all of these factors. The initial purchase price is just one part of the total cost of ownership. By understanding the true cost of CRM, you can make an informed decision about whether or not the system is right for your business.Continue reading
Whether it’s a mom-and-pop shop or a multimillion-dollar corporation, no business wants to lose money on ill-fitting software. Small and medium-sized businesses are especially vulnerable to the negative impacts. SMBs are working with fixed budgets, fluctuating business needs, and limited resources…Continue reading
Sam and Steve verbally expand on several of their respective listicles. Source posts are:
10 Questions you Must Ask When Selecting a CRM (https://www.techadv.com/blog/10-questions-you-must-ask-when-selecting-crm)
5 Levels of CRM Requirements (https://crmswitch.com/…
Salesforce’s Vaccine Cloud, Sam’s vaccine shot scheduling nightmare, Sam’s joint webinar with Creatio, CRM 3.0, how low code/no code has altered roles in CRM deployment & management, field service, ABM, video selling, video training, CRM best practice videos, de-densifying your slide decks,…Listen Now
Salesforce’s acquisition of Slack (and Acumen), SugarCRM acquires its largest partner W-Systems, CRM vendors & leads, getting found for CRM searches, Creatio’s 24 hour event, low-code solutions, BA to developer ratios, Facebook acquires Kustomer, visual development tools & whether they are…Listen Now
Infor is releasing its much anticipated version 9.0 with some very exciting and useful changes. Join us for this informative webinar where Infor Principal Solution Consultant, Ed Heinsius, will take us through the biggest changes and highlights. Don't miss this important opportunity to uncover the new features and functions available to you in 9.0!View Event
Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don't have.
Without it, Finservs innovate slower and risk lagging behind Fintech competitors. Is there a better way?
1. The state of Finserv & why cross-sell…
The banking sector is changing rapidly. Customer expectations are shifting and digital banking has established itself as the new norm. Join this webinar to dive into the trends affecting banking tech and learn how banks are using process automation and low code to pivot with the evolving landscape.
- Analysis and insights on 2022 banking technology trends
- A look at how process automation is impacting…
To properly compare CRM solutions, it's important to know how the features will support your business. The best way to get a handle on those features is to see them in action. During this webinar, our experts will use a live demonstration to show how Creatio CRM and Infor CRM fare when they battle head-to-head on features, functions, usability, and the overall interface of their solutions. Join us for this informative…View Event
Low-Code Era: How Companies Can Accelerate Sales Processes and Empower Employees to Overcome Market Disruptions
Join our CEO, Sam Biardo, along with other industry experts, as they dive in on how low-code CRM technologies can help companies swiftly reconfigure their sales strategies and processes to grow in the new COVID-19 reality.
To return sales volumes to the pre-pandemic trajectory and build resilience for future challenges, businesses demand innovative technologies. Join us for a live discussion on ideas for HOW.