CRM

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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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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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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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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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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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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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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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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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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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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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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Video

CRMs Are like Puppies

July 31, 2018

It might be an odd comparison, but CRMs have a lot in common with dogs. This video shows you how they are similar.

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Blog

The Explosive Impact of CRM: 2018 & Beyond

July 23, 2018

As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. CRM has come a long way since.

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Podcast

ERP Implementability

July 16, 2018

Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors, about what should be behind proper ERP selection and implementation processes.

Joel answers the question, “is cloud-based ERP as easy as the vendors would lead you to believe?”

Joel also…

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