CRM

Blog

7 Benefits of Pharma CRM

August 11, 2020

The pharma sector faces unique challenges in regulatory restrictions as well as how it’s allowed to handle marketing and promotional activities. Here's the top seven benefits of CRM for pharmaceuticals companies.

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Big pharma data
Podcast

Emoji Queries

August 6, 2020

Sam’s commitment to golf, the NHL and NBA bubbles, deploying CRM & training CRM users during a pandemic, using emojis for product searches, the most effective forms of marketing in 2020

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Podcast Mic
Blog

How Does CRM Help Increase Customer Satisfaction?

July 29, 2020

The right strategies implemented through that CRM are the real key to unlocking more customer-centric, streamlined processes and insights. In this post, we’ll discuss factors that contribute to customer satisfaction and a few ways that CRM can help increase those satisfaction rates.

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customer satisfaction
Podcast

Meteorologist Backdroppings

April 30, 2020

Musings about online meeting technologies and how they’re being used. How CRM vendors are helping out with discounts and free components.

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Podcast Mic
Blog

CRM Comparison Part 2: Comparing Marketing Features

March 16, 2020

Welcome to part two of our series on CRM selection. If you missed part one, we discussed sales features worth considering when searching for a CRM. In part two, we’ll discuss the marketing features. I’ll begin by repeating my redundant (but important!) point about CRM selection: You should never…

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Person Shrugging
Blog

CRM Comparison Part 1: Comparing Sales Features

February 27, 2020

As you begin your CRM comparison shopping, it’s important to know the features that will best suit your needs for sales, services, and marketing.

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Food
Blog

How CRM Can Enhance Complex Internal Processes for Insurance Companies

January 6, 2020

Insurance companies know that insurance is uncomfortable, confusing, complex, and that their legacy processes and programs are not cutting it. When looking to stand out from competitors, it’s important for internal and external processes to change simultaneously, making a major transformation…

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simplify insurance CRM
Blog

3 Helpful Tools for CRM Data Management

April 22, 2019

In a recent online user group, our experts discussed three CRM data management tools and how they help organizations clean, maintain, and enrich CRM data.

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crm data management
Blog

Tips to Clean and Maintain CRM Account Data

March 21, 2019

Data stored in your CRM can be universally valuable across your organization. Accurate data points return ROI indicators, sales forecasts, engagement activity, and other insights that can be utilized to increase sales and improve targeting and customer service. But what happens when that data…

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Data Cleaning
Blog

Software & Soft Skills: Great Customer Experiences Need Both

March 19, 2019

As Bob Dylan would say, “The times they are a changin’.” In the business world, those changes have meant an explosion in Cloud software adoption, integrated systems, automation, AI, and predictive intelligence. These digital tools are helping companies rapidly accelerate operations and tend to…

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software soft skills
Blog

How Hospitality is Using CRM, and How They Could Use It Better

February 20, 2019

How is CRM creating transformative customer experiences for hospitality? What can we learn from how others are using hospitality CRM to use it even better?

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hospitality crm
Video

CRM & Cloud Telephony Integration: Explained [FULL RECORDING]

January 25, 2019

In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.

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Blog

The Worst Advice You Can Hear About Buying Business Software

September 26, 2018

Even I, who work in this field, had a hard time writing a blog comparing document automation systems. I scoured review sites and product web pages searching for answers on what these products could and could not do, only to find the information was scattered and not directly comparable. The whole…

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buying business software
Blog

How to Check the Number of Active Users in SugarCRM

September 12, 2018

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?

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check active users
Blog

Why Your CRM is Like a Puppy

August 27, 2018

During a recent chat with one of our CRM consultants, he mentioned concerns about customer perceptions of CRM. As a business grows, the CRM must grow too.

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crm is like a puppy