7 Crucial Areas of CRM Maintenance You Can't Afford to Ignore
Are you getting the most out of your CRM investment? While implementing a CRM system is a great first step, ongoing maintenance is crucial to ensure it remains efficient and effective. In this blog post, we'll share with you seven essential areas of CRM maintenance to help you keep your system in top shape and get the most value out of your investment.
Marketing Imposter Syndrome: Addressing the Confidence Crisis Among CMOs
Marketers are struggling with imposter syndrome through no fault of their own. It’s not because they are incapable; they are simply feeling left out of the conversation. For sales and marketing to understand one another and share a vision, data must be co-owned and metrics must be communicated and discussed often.
The Rise of AI and Its Effects on Future Careers
As a business owner, you have a lot at stake as artificial intelligence (AI) advances. Your employees and industry at large are most likely abuzz with talk about AI and how it will change things in your workplace. AI will inevitably shift how your business is operated, but the scope and scale of…
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CRM Configuration vs Customization: Pros & Cons
Looking to improve your CRM system but not sure whether to go for configuration or customization? Read on to discover the pros and cons of each approach and learn how to choose the best option for your business.
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What’s a Reverse CRM Demo?
Traditional CRM demos are personalized and thorough, which makes them a reliable option for most consultants. But, when a client is looking to replace their existing CRM, a reverse demo can be a surprisingly effective alternative.
Technology's Role in Starting a Successful Small Business
Tech is everpresent almost everywhere you look. Businesses of all sizes would be hard-pressed to survive today without the help of technology. Not only do you have to utilize tech, but you have to keep up with tech advancements to stay in stride with competitors. When just starting out, you should…
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From Chaos to Control: Capitalizing on Project & Service Management Software
As recently as three years ago, many of our clients were still using Excel spreadsheets to handle internal processes. So, it got me to thinking: have most of us finally been forced to evolve past the spreadsheet, or are there still diehard spreadsheet users out there? I got my answer by talking to…
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How to Change the Default Map Icon in Creatio
When working with Accounts in Creatio, the account address screen features the address fields and the ability to plot a map of the current location. In some situations, it might be necessary to change the default map icon that comes standard with Creatio. Here’s how to change the default icon in a…
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The 411 on Creatio's User Management and Permissions
Creatio's user management and security permissions are used to configure exactly what each user can see within their system. Let's take a closer look at the levels of user management and permissions we can utilize in Creatio.
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Why it’s a Bad Idea to Use the CRM Embedded in Your ERP
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…
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What are the Pros and Cons of Custom CRM vs Packaged CRM?
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…
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From Selection to Success: How to Achieve High CRM User Adoption
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.
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Beyond Purchase Price: Understanding the True Cost of CRM
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.
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Top SMB CRM Selection Considerations
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…
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6 Tech Trends Shaping the Insurance Industry in 2023
In 2022, the insurance industry saw a boom in predictive analytics, blockchain data, and chatbots, among other technologies. Economic uncertainty in 2023 has solidified some 2022 tech trends, but also originated new ones to meet the moment. Here are the top 6 tech trends shaping the insurance industry in 2023.
Consolidating Banking Processes with No Code Workflows
Switching between applications and digging for information is no longer sustainable for banks in the era of digital disruption. Both employees and customers demand appropriate tools and personalized options, and they’re frustrated with the limited offerings from financial institutions.…
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How to Integrate Built-in System Processes into a Custom Creatio Business Process
When building processes in Creatio, we may need to integrate the necessary data logic with other available built-in system processes. Normally an admin might need to go to the system administration area, find the necessary system feature, and run it to achieve the desired result. Behind the scenes…
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Build Powerful Content: Use Creatio's Email Templates
Creatio's email templates can be used to build content for your targeted recipient lists. Use Creatio’s Content Designer to build these emails and reuse the templates whenever.
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Creatio's Process Designer: Defined
Creatio's Process Designer allows users to design, create, and edit business processes for both simple and complex use cases. Building these automations helps businesses improve operational efficiency, streamline compliance objectives, cut down on manual errors, and provide a consistent…
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Eliminating Repetitive Tasks in Manufacturing
Studies reveal that more than 40% of workers across various industries spend at least a quarter of their workweek on manual, repetitive tasks. In the manufacturing sector, such mundane activities usually include collecting data and manually entering data. Many people view these tasks as an…
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Gartner Predicts a Boom in Low Code Development: What That Means for Your Business
Where is low code being applied? Why is this boom happening? How will this transition impact the competitive landscape? Understanding the influence of low code can help B2B and B2C be proactive about shifts to their business model, so let’s look at what the boom in low code development may mean for…
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WordPress vs Drupal vs HubSpot CMS: Which is the Best for Your Website Needs?
Choosing the right content management system (CMS) is crucial for building a successful website. With so many options available, it can be difficult to know where to start. Three of the most popular CMS platforms are WordPress, Drupal, and HubSpot CMS. In this article, we'll take a closer look…
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How to Summarize Data in Creatio Charts by Calendar Quarter
Creatio has some great reporting capabilities that allow for list, chart and various pipeline reporting formats. When building a chart to display totals based on an opportunity, currently there are options to summarize data by Year, Month, Week, Day, Hour, and a few combinations of these options…
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How AR Technology is Revolutionizing Healthcare
In recent years, advancements in 3D printing mean that patients can get organs without relying on a donor, telehealth solutions put rural patients in touch with providers, and AI makes it easier for doctors and nurses to categorize and organize data. Currently, we’re experiencing a boom in…
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Banks Are Launching Digital Products on Their Own: Here’s How
While being purposeful about product development is commendable, it’s not sustainable at a time when fintech and other non-traditional Finservs are already so far ahead. The good news is, banks are aware of this problem. The bad news? Many aren’t sure what they should do about it. One model that’s proven successful has been for banks to build digital products themselves. So, how are some of the biggest names in banking accomplishing this, and why are they doing it this way?