CRM
SugarCRM Implementation
Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.
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Creatio Implementation
No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.
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HubSpot Onboarding
We understand that every business has unique processes, goals, and budgets. That is why we’ve created three distinct HubSpot implementation options.
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What’s a Reverse CRM Demo?
Traditional CRM demos are personalized and thorough, which makes them a reliable option for most consultants. But, when a client is looking to replace their existing CRM, a reverse demo can be a surprisingly effective alternative.
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4 Ways to use Hospitality CRM to Beat out Airbnb
Airbnb is pulling in massive quantities of data through booking, search inquiries, and reviews. To beat them out, hospitality groups will need a fierce data strategy of their own. Here are four ways hospitality can use CRM to beat out Airbnb.
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How Much Should I Budget for a CRM?
If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM? Well, there are a couple of factors to consider. In this post, we’ll break down what to think about as you plan your CRM budget.
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Creating CRM Dashboards Your Team Will Actually Use
Effective CRM dashboards should give full visibility of the sales pipeline, deliver accurate revenue forecasts, and provide a snapshot of individual sales performance. So why are so many sales managers still frustrated?
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The Worst Advice You Can Hear About Buying Business Software
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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8 Important Benefits of Real Estate CRM
In this post, we’ll discuss eight of the most important benefits of CRM for real estate and how they contribute to smoother sales processes and more personalized buyer interactions. If you’re thinking about acquiring a real estate CRM, keep these benefits in mind as you evaluate your potential…
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How Does CRM Help Increase Customer Satisfaction?
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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How CRM Can Enhance Complex Internal Processes for Insurance Companies
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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How Hospitality is Using CRM, and How They Could Use It Better
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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AI Agent Ascension
Discussions about CRM and marketing automation solutions and best practices. Analysis of the latest CRM and CRM-related industry news.
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5 Mistakes That Could Sabotage Your CRM Implementation
We want everyone to have a positive experience with CRM, because we’ve seen how a strategic implementation can propel good companies to greatness. Here are the five most common CRM implementation mistakes we see and how to avoid them.
Conquering Risk with a Phased CRM Implementation
As a CRM and digital transformation consultancy, we guide our clients on industry best practices for CRM implementation. Whether you’ve implemented CRM before or are just getting started, the advice for a successful project remains the same: Be strategic. Detail your requirements. Phase your…
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Tips for Phasing Your CRM Implementation
In this clip from our webinar on successful CRM implementation, we explain why a phased approach is so important and highlight three ways you can structure those phases.
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How to Ensure a Successful CRM Implementation
When it comes to CRM implementation, everything leads to risk. Minimizing this risk is the key to a successful outcome! In this webinar, we explain how to avoid risk, how to create a Minimal Viable Product (MVP), and different strategies for figuring out your user stories. Check it out!
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Ensuring Data Privacy and GDPR Compliance in Customer Relationship Management
Data breaches and other types of privacy complaints can damage your reputation and sour customer relationships. Part of your responsibility in having a customer relationship management (CRM) system involves ensuring compliance while still improving communication with your audience.
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