The perfect CRM for you is out there, somewhere. The key to finding it depends on your team’s ability to laser focus on your goals and translate them into capabilities and features. For the average person, this can feel overwhelming, but you have a decided advantage: the insight of seasoned experts (that’s us!). So, strap in, because we’re about to break down how to choose the perfect CRM software!
When leveraged effectively, AI can save time, pad profit margins, and reduce the risk of human error. AI can also help your business take advantage of unwieldy data sets, which can improve the veracity of your business decision-making. But, with great power comes great responsibility — particularly…Continue reading
While it’s important to attract new patients to your practice, retaining them might be even more essential. Patients who trust your facility, your staff, and your message are more likely to become brand ambassadors for you. They’ll also end up costing you less money when it comes to your marketing…Continue reading
While the buzz may be warranted, it’s important to realize the capabilities of the metaverse are still a work in progress. Businesses looking to capitalize on the metaverse have plenty of opportunities available to them, but success in this space requires cautious optimism and a strategic plan.
When you’re planning CRM training, it’s essential to consider who your audience is. You’ll probably be training various types of users, and each user type will have unique training requirements. By adapting your training plans to your audiences, you can deliver focused options that keep users…Continue reading
Whether it’s your first time implementing CRM, or you’re switching to a new solution, a thoughtful plan will ensure your success. We’ve been guiding customers on CRM implementation for a long time, and these are the seven tips we always recommend.Continue reading
In recent years, technological developments have emerged that can make a difference in this area. Artificial intelligence (AI) alongside other tools offers a data-driven approach to providing insights to investors in key areas of real estate. It’s worth taking a moment to explore how these tools…Continue reading
In my previous blog, I described how to set up a service in Creatio to retrieve a set of locations from a specified radius around a given location. Once this data service has been set up, the next step is to integrate its data onto the AccountAddressPageV2 so Creatio can handle multiple map…Continue reading
Instead of building a lot of UI logic to get a list of accounts near a specific location, it’s easier to build a Creatio Web service that does the work of finding those locations and displaying them on the UI page. For the purposes of this article, we’re going to build a Creatio Web service to…Continue reading
The right CRM solution fits your growing business, but there are always opportunities to align it even closer with your goals and customer needs. That's why you may face a dilemma: should you focus on CRM support or CRM enhancements? Both contribute to continuous CRM improvement, so, how can…Continue reading
AI can inadvertently magnify the biases of its creators. Numerous studies have uncovered algorithms that perpetuate racial biases in facial recognition and even in job applicant screenings. This article focuses on AI equity challenges for Black America in education, healthcare, and economics, and…Continue reading
Did you know your CRM requires ongoing maintenance for optimal performance and functionality? In this article, we'll explore the key aspects of CRM maintenance, including data management, system updates, customization, security, user training, integration with other systems, and performance…Continue reading
Fortune tellers use crystal balls, ghost hunters use EVPS, and psychics use their intuition. The rest of us rely on predictive analytics to foretell outcomes. Companies across industries look to historical data to find patterns and anomalies that inform smarter business decisions. The applications…Continue reading
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…Continue reading
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:
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.
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…Continue reading
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.Continue reading
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…Continue reading
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…Continue reading
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…Continue reading
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.Continue reading