CRM Selection

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CRM Selection

Finding the right software is like finding the right partner. You wouldn't just marry the first person you were attracted to, right? You must be certain that what they offer aligns with what you need. The same is true for CRM.

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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

Choosing the Right CRM for Snack Franchise Operators

February 10, 2020

A CRM system by its very nature helps you manage customer relationships. Choosing the right CRM software for your company should be in line with the industry you fall under.

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Blog

Banking CRM: Use Cases, Challenges, and Benefits

July 11, 2019

If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM adopters in recent years. In the age of instantaneous customer service, the use cases…

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Podcast

CRM & ERP Selection

November 20, 2017

In this episode, we’re joined by Daryn Reif of CRM Switch, who specializes in vendor independent CRM planning and selection. We are also joined by Craig Andrew Smith of Liberty Technology Advisors, whose company provides vendor independent ERP selection services. We discuss the respective…

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Blog

14 Questions to Help You Select the Best CRM Consultant

September 11, 2017

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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Blog

Agriculture, Seed CRM, & You

August 28, 2017

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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Blog

CRM Requirements for Sales Management

November 11, 2016

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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Blog

4 Questions to Ask Yourself When Searching for a CRM

November 13, 2015

If you’ve never used Customer Relationship Management software before it might be a little scary to start looking for one. How do you know what to look for?

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Blog

Before Choosing a CRM Solution, Compare Your Options

July 2, 2012

Back in April I wrote a handful of blogs about CRM Selection and things to consider when going through the process. On top of all those things you need to sit down and think about/analyze, you need to look at several different CRM solutions to determine which one meets all of your needs.

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