CRM

Podcast

Lars Helgeson of GreenRope

October 19, 2017

The email marketing origins of GreenRope, the transition to an all-in-one platform for managing long term relationships, sharing multiple methods of customer communication around an organization, the high cost of integrating disparate systems, the many components of a customer relationship,…

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Podcast

Bonus Episode: Ian Gotts of Elements.cloud

October 17, 2017

CRM administration, the high demand for businesses analysis skills, what it takes to become a skilled business analyst, creating a basis for process improvement, the soft skills needed for eliciting business process flows, the limitations of traditional diagram tools, how to distill complex…

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Podcast

Extensible CRM

October 11, 2017

California wine country fires, upcoming CRM vendor interviews, G2 Crowd Grid for CRM, Pipedrive vs. Pipeliner CRM confusion, CRM systems that allow for extending the database schema and those that do not, normalizing repeating sets of fields, ProsperWorks raises an additional $53 million. Sugar’s…

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Blog

6 CRM Mistakes You'll Never Make Again

August 2, 2017

Your CRM is built to work for you and designed to succeed with you. Don’t compromise its value with avoidable implementation and maintenance CRM mistakes.

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Podcast

Bonus Episode: Jon Ferrara of Nimble

July 11, 2017

A discussion with Jon Ferrara about managing relationships where you can have conversations.

Jon’s passion is to build relationship platforms that help other people achieve their goals. Since starting GoldMine in the late 1980’s, Jon has believed that the more people you can help…

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Podcast

Vendor Trustiness

June 22, 2017

Cleveland is not Detroit, prospect reactions to vendor canned responses and preset dialogs, All Turtles for natural language AI, Cirrus Insight’s coming Flight Plans, Paul Greenberg’s article on trust, trust metrics, establishing trust on your website, recording video testimonials on the cheap,…

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Blog

6 CRM Best Practices for Small Businesses

February 23, 2017

If your team has never used a CRM system before, there will be an adjustment period, but here are 6 CRM best practices for small businesses that will keep you moving in the right direction.

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Podcast

DIY VDSA

January 19, 2017

Sam’s birthday, Steve’s trip Down Under, six levels of CRM expenses, the cure for low CRM adoption by salespeople, Sam’s DIY Virtual Digital Sales Assistant (VDSA), a commentary on Gartner’s Todd Berkowitz’s 10 fearless predictions for 2017.

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Blog

Use CRM Data to Measure Your KPI's

September 12, 2016

Key Performance Indicators (KPI's) are metrics used to evaluate your business success. The data compiled by Customer Relationship Management (CRM) software can help you assess KPI’s for each of your departments. So how do you use CRM data to measure your KPI's? What information should you…

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Podcast

CXM Ahead

May 28, 2016

CRM Evolution conference, customer portals, customer experience management (CX, CEM or CXM), Salesforce NA14 downtime, voice commands and CRM, Amazon Echo, Calendly, Google Slides API & CRM use cases.

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Blog

What About Small Data?

April 18, 2016

With all the hubbub about Big Data and the Internet of Things (IoT), the value of Small Data has been pushed to the wayside. Big Data analytics teaches us about trends and hidden patterns, but Small Data pulls out the specifics of the current state of business. Why is this short-term thinking…

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Blog

3 Reasons Why We Love Gamification for CRM

February 17, 2016

Gamification: Applying game elements such as point scoring, competition with others, rules, etc. in a business setting to encourage engagement with a product or service. Gamification promotes competition, accountability, strategic thinking, and most importantly - results. If done correctly, it can…

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Podcast

El Nino CRM

January 30, 2016

Voice control of CRM, prospect and customer engagement data with Wistia and Attach, CRM and marketing automation poll results, Google Trends for CRM and MA vendors.

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Podcast

Everyone Needs a Rewrite

December 12, 2015

Native advertising, removal of CRM features, CRM software rewrites, 2016 predictions, crowdsourced CRM review sites.

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Podcast

CRM Proximity

November 20, 2015

Steve and Sam talk CRM and mapping with Proxima Software founder David Wahl.

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