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.
Learn more aboutCreatio 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.
Learn more aboutHubSpot Onboarding
We understand that every business has unique processes, goals, and budgets. That is why we’ve created three distinct HubSpot implementation options.
Learn more aboutHarnessing CRM-Core Integration to Optimize Efficiency
Join this webinar to uncover why this integration is so useful and learn the key ways banks are implementing it.
Register OnlineWhat’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.
Continue reading4 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.
Continue readingHow 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If you’ve never purchased a CRM before, or if you’ve been hobbling along with an extremely outdated system, you may be wondering: How much should I budget for a CRM?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.
Continue readingCreating 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?
Continue readingThe 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…
Continue reading8 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…
Continue readingHow 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.
Continue readingHow 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…
Continue readingHow 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?
Continue readingImportant Considerations for CRM Demos, Vendor Selection, and Partners
Once you have a comprehensive understanding of your CRM requirements, you can narrow your CRM vendors and partners and schedule your product demos. This clip from our webinar on CRM selection steps explains what to look for in a vendor and implementation partner, and how to keep your vendor aligned…
Continue readingDefining User Stories and CRM Features & Doing ROI Analysis
One of the most crucial aspects of CRM selection is defining your desired features and trying to understand how the CRM will benefit your organization. User stories inform features and features tied to problems help you define your ROI. This clip dives deeper.
Continue readingSelecting Your CRM Buying Team & Creating SMART Goals
In this clip from our CRM selection webinar, we explain how to choose the right internal team members for your CRM selection project and how that group should start defining SMART goals around the CRM. Check it out!
Continue readingCritical CRM Selection Steps for Financial Institutions [FULL RECORDING]
How do you rank CRM features? Can you calculate the ROI of a CRM? How do you narrow your potential vendors and get the best CRM demos?
We answer these questions and more in this webinar on strategic CRM selection for financial institutions.
Always Be Video Closing
Sam and Steve are joined by Jon Richards of Evolve Video Marketing. We discuss today’s buyer, using video in the sales process, how digital sales rooms work, and getting salespeople to adopt tools like OneMob.
Listen Now4 Ways You Should be Using Your CRM to Support Social Commerce
Want to improve your social shopping automation? Your CRM is a great resource for centralizing data, automating workflows, analyzing trends, and managing rewards programs. Watch this short video to learn more.
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