software integration

Three Valuable Integrations Every CRM User Should Consider

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Three Valuable Integrations Every CRM User Should Consider

You understand the importance of a good CRM system – which is why you have one! But are you using it to its full potential? By integrating some core systems with your CRM software, you can take your multi-tasking, lead-generating abilities to a whole new level. Here are three valuable... Continue Reading

Why Integrating Your CRM is Crucial for Competitive Advantage

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Why Integrating Your CRM is Crucial for Competitive Advantage

Did you know that 91% of businesses with more than 11 employees are using CRM? It’s obvious companies of all sizes are recognizing the value of CRM, but that also means higher stakes and greater competition. Once a... Continue Reading

5 Ways Working with CRM Helped Me Prepare for Wedding Planning

5 Ways Working with CRM Helped Prepare Me for Wedding Planning

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5 Ways Working with CRM Helped Prepare Me for Wedding Planning

We got engaged on a drizzly, chilly afternoon in Rocky Mountain National Park. It was perfect. Then, I began my wedding research. Which venues should we look at? What date would we like? Who are we inviting to the wedding? As wonderful as it was to start thinking about our big day, it was also... Continue Reading

crm tips for faster sales onboarding

4 CRM Tips for Faster Sales Onboarding

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4 CRM Tips for Faster Sales Onboarding

Ahhhhh, that new rep smell. Naturally, when you hire a new sales person, you’d like to onboard him as quickly as possible. A learning curve is inevitable, but there are CRM tricks you can use to speed up the time around the curve and get him engaging and selling faster. Try these four CRM tips... Continue Reading

14 Questions to Help You Select the Best CRM Consultant

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14 Questions to Help You Select the Best CRM Consultant

Congratulations, your company decided to either implement a CRM or switch CRMs! An important step in the process is interviewing potential CRM consulting firms to determine which one will bring the most value to your company. Here are some questions to guide your search for the best CRM... Continue Reading

Agriculture, Seed CRM, & You

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Agriculture, Seed CRM, & You

Old MacDonald had a farm…and it was full of potential profits…but his outdated systems kept him from discovering them. My spin on the classic childrens song may not have the bouncy rhythms of the original, but it has some truth. The agriculture industry has done a wonderful job of adopting... Continue Reading

Winning Sales, Writing Well, & The SugarCRM Workshop

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Winning Sales, Writing Well, & The SugarCRM Workshop

If you’re looking to win more sales, enhance your business writing strategies, and get a stronger grasp on SugarCRM functionality, this year’s Chicago SugarCRM Workshop is a can’t-miss event. From October 24-25th, Technology Advisors will combine complimentary SugarCRM training with a free... Continue Reading

6 CRM Mistakes You'll Never Make Again

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6 CRM Mistakes You'll Never Make Again

Your CRM is built to work for you and designed to succeed with you. It processes and stores all your valuable client data while highlighting key relationships. Your CRM even automates administrative tasks to save your team time, so don’t compromise its value with avoidable implementation and... Continue Reading

3 Tips to Keep Your CRM From Failing After Implementation

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3 Tips to Keep Your CRM From Failing After Implementation

You just spent hundreds of dollars and countless hours implementing your new CRM. Now what? According to a Merkel Group study, up to 63% of CRM initiatives fail. It’s time to take preventative measures to ensure the viability of your CRM and maximize your newfound data potential. Here are three... Continue Reading

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