GDPR & Infor CRM
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.
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GDPR & SugarCRM
We're looking at some major CRM systems and how they're preparing for GDPR compliance. Here’s what we know about SugarCRM's plans for GDPR compliance.
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Six Ways CRM and ERP Integration Saves Money
CRM and ERP integration enables usability that was impossible before, which ends up saving money over time. Here are six ways it saves money.
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Wildcard! The SugarCRM Feature for Simpler Searching
Do you know about the Wildcard search function in SugarCRM? Do you know how to use it? Here’s how to use Wildcard for simpler searching in SugarCRM
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The Who, What, and Why of CRM
Why CRM? What does it do and why do businesses choose to implement it? Customer Relationship Management (CRM) is a holistic approach to managing a business’s interactions with current and potential customers. In principle, it uses your data to help you improve customer relationships, streamline…
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4 Reasons Creatio Rocks for Customer Management
They started rockin’ and ain’t never gonna stop…being customer orientated, that is. Unlike the band Foreigner, Creatio has CRM in their eyes and lots of it. With the mission to boost customer business efficiency, this cloud-based software prides itself in managing the complete customer journey.
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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 integrations…
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5 Ways Working with CRM Helped Prepare Me for Wedding Planning
My wedding woes mirrored the issues our customers face every day: forecasting, budgeting, tracking contacts, managing paperwork, etc. Working with CRM taught me a lot about the importance of managing these aspects.
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4 CRM Tips for Faster Sales Onboarding
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 for faster sales onboarding.
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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! Here are some questions to guide your search for the best CRM consultant.
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Agriculture, Seed CRM, & You
Agriculture has adopted combines that automate calibration, but when it comes to data, the industry lags behind. Seed CRM is looking to change that.
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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. Don’t compromise its value with avoidable implementation and maintenance CRM mistakes.
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Winning Sales, Writing Well, & The SugarCRM Workshop
If you want to win more sales, enhance your business writing strategies, & get a stronger grasp on SugarCRM functionality, the SugarCRM Workshop is for you.
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3 Tips to Keep Your CRM From Failing After Implementation
You spent hundreds of dollars & hours implementing your new CRM. Now take preventative measures to ensure the viability of your CRM after implementation.
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5 Tools That Make CRM Data Management Effortless
We manage our time, our money, our deadlines, our family obligations – it’s exhausting! Here is the chance to simplify your management responsibilities.
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Everything You Need to Know About SugarCRM Hint
SugarCRM Hint is a revolutionary tool that brings intelligence into relationship management, leading to more efficient teams across the board.
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5 Things You Need to Know Before Implementing CRM
I recently wrote a guest blog for our friends at Tenfold. In it, I describe 5 things you need to know before implementing CRM.
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5 Innovative Ways to Automate Your Sales Processes
Here are 5 innovative ways to automate your sales processes to reduce costs, manage data, save time, and deliver consistent quality:
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6 CRM Best Practices for Small Businesses
If your team has never used a CRM system before, there will be an adjustment period, but here are 6 CRM best practices for small businesses that will keep you moving in the right direction.
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What is Drip Marketing?
What is drip marketing? Drip marketing is an email campaign that triggers automated messages based on specific timelines or user actions.
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Infor CRM Tip: How to Find Specific Attachments
I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being used…
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3 Ways to Improve Sales Team Transparency
Transparency is more than just a business buzz word. It’s a catalyst for communication and accountability throughout an organization. Transparency is the key to 360 degree views of what’s happening, collaboration between all departments, and a real understanding of what’s going on throughout the…
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3 Predictive Analytics for CRM
There is a gigantic and horrifying sea of predictive analytics research & theory out there – so much so that it could make your head spin. So, for the sake of sanity, let’s hone-in on three of the major predictive analytics types for CRM and how they can make you a smarter, savvier, sales…
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CRM Requirements for Sales Management
Which CRM requirements are crucial for sales management? Keep these categories in mind as you analyze the sales management capabilities of a CRM system.
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3 ways to use CRM to Enhance Your Marketing
You may not think of CRM as a marketing tool, but the information it provides can be extremely useful to a marketer. You could be utilizing some great features of CRM not only to enhance your marketing, but also make your life a little simpler – and goodness knows we all could use a little more…
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