Tech Advisors Blog

CRM customization can be a beautiful thing. It allows businesses to capture more ROI from an out-of-the-box (OOTB) system by streamlining the fields, functions, and data points relevant to their needs. These differentiators can make-or-break your competitive advantage, especially when nearly... Continue Reading

Customer complaints have a negative stigma, but they can be beneficial to your company when mitigated the right way. In fact, increasing customer retention rates by 5% increases profits anywhere from 25% to 95%.... Continue Reading

Whether in sales, marketing, or services, almost every CRM user has had to build a report at some point. When we think of CRM reports, it’s easy to default to the standard types we use in daily business – forecast pipeline charts, top sales revenue line items, top sales by rep, marketing... Continue Reading

If you weren’t lucky enough to attend this year’s SugarCRM Workshop, you missed a hefty amount of valuable information. You may ask yourself, “What is the SugarCRM Workshop and why is it important to sign up for next year?” It is a three-day educational workshop for SugarCRM users of all skill... Continue Reading

Customer relationship management is applicable to every industry, including the manufacturing sector. There is often a misconception that CRM software is meant primarily for sales departments and/or B2C companies, but this is simply not true. While all CRMs have functions across sales, services... Continue Reading

What lessons can we learn from Facebook about data ownership? What should we consider when sharing data with outside parties? Here are three ways the Cambridge Analytica debacle showed us how NOT to do data management.

Bpm’online is a process-based CRM company with roots in Europe. The company ensures they are processing data and offering security options that align with GDPR requirements. Bpm’online recognizes its role as both a data controller and data processor, depending on the situation. They break down... Continue Reading

What is Infor CRM doing to prepare its system for the GDPR? Let’s take a quick look at how Infor is approaching GDPR compliance and the steps its teams are taking to ensure success.

GDPR is fast approaching, and as companies prepare, they are assessing not only their own data, but the systems that house that data. One of the biggest software investments for companies across all industries is CRM. In the next few weeks, we’ll look at some of the major CRM systems and how... Continue Reading