CRM

Podcast

CRM Investments & Acquisitions

June 21, 2018

Sam and Steve test-drive Zencastr, Pipedrive raises $50 million, should smaller vendors be “taking on” the big CRM vendors or is there a better strategy?, Nimble’s approach, Swiftpage’s investment and their focus on “the easiest product on the market to use”, Act! Connect, the Collabspot plugin for…

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Video

6 CRM Best Practices for Small Businesses

June 19, 2018

This video gives six ways to make the most out of your CRM investment.

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Video

Six Ways CRM and ERP Integration Saves Money

June 1, 2018

Integrating CRM and ERP gives you long term benefits. There are six ways integrating the two can save you money.

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Blog

How Not to do Data Management: A Lesson from Facebook

May 10, 2018

What lessons can we learn from Facebook about data ownership? What should we consider when sharing data with outside parties? Here are three ways the Cambridge Analytica debacle showed us how NOT to do data management.

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Podcast

Countdown To GDPR

April 20, 2018

GDPR will take effect in just over a month. Ian Gotts of Elements.Cloud returns to discuss GDPR with Sam and Steve.

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Video

Preparing your CRM for GDPR

April 5, 2018

Here are a few tips for how to prepare your CRM data and use your system to help you comply with GDPR.

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Video

CRM Provider Compliance

April 5, 2018

What is your CRM provider responsible for in terms of GDPR compliance? Here's a quick overview.

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Blog

Six Ways CRM and ERP Integration Saves Money

March 12, 2018

CRM and ERP integration enables usability that was impossible before, which ends up saving money over time. Here are six ways it saves money.

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Podcast

GDPR & CRM

February 23, 2018

Sam’s upcoming body parts replacement, CRM Switch named a Top 10 CRM Blog for 2017 by CRMBuyer, the CRM Switch multi-year CRM cost calculator, GDPR compliance in the context of CRM and marketing automation, blockchain and GDPR compliance, chat & leads, incorporating sales tax in CRM quotes.

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Blog

The Who, What, and Why of CRM

February 5, 2018

Why CRM? What does it do and why do businesses choose to implement it? Customer Relationship Management (CRM) is a holistic approach to managing a business’s interactions with current and potential customers. In principle, it uses your data to help you improve customer relationships, streamline…

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Podcast

A Review of CRM Review Sites

January 17, 2018

A discussion about the various CRM review sites. How they work and how to use them.

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Blog

Three Valuable Integrations Every CRM User Should Consider

January 11, 2018

You understand the importance of a good CRM system – which is why you have one! But are you using it to its full potential? By integrating some core systems with your CRM software, you can take your multi-tasking, lead-generating abilities to a whole new level. Here are three valuable integrations…

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Blog

Why Integrating Your CRM is Crucial for Competitive Advantage

January 4, 2018

Integrating CRM uses the innate benefits of your software investments to create one cohesive, scalable, cost-saving powerhouse.

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Podcast

Pointless CRM RFP Questions

December 18, 2017

Sam and Steve deconstruct some of the common questions that are included in CRM RFPs and RFIs. They suggest some ways in which a better outcome can be achieved for the CRM buyer.

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Blog

5 Ways Working with CRM Helped Prepare Me for Wedding Planning

December 4, 2017

My wedding woes mirrored the issues our customers face every day: forecasting, budgeting, tracking contacts, managing paperwork, etc. Working with CRM taught me a lot about the importance of managing these aspects.

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