CRM

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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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SugarCRM onboarding
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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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Creatio Onboarding
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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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HubSpot implementation
Upcoming Event

Harnessing CRM-Core Integration to Optimize Efficiency

On June 6, 2024

Join this webinar to uncover why this integration is so useful and learn the key ways banks are implementing it.

Register Online
Blog

Integrate CRM with Customer Feedback Tools to Build Stronger Relationships

By integrating your CRM with the right customer survey and analytics tools, you will expand its functionality and centralize multi-channel customer data to gain better insights into your target audience. Here are a few common CRM integrations with customer feedback tools to consider.

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integrate CRM with survey tool
Blog

5 Ways Combining VoIP and CRM Helps Transform Your Business

While many companies will only use one or the other, combining these two amazing tools can transform your business in many key areas, and allow your marketing, sales, and support teams to thrive. Let’s take a closer look at how combining VoIP and CRM can push your company to new heights of success.

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VoIP and CRM
Blog

7 Benefits of Pharma CRM for Sales & Marketing

The pharma sector faces unique challenges in regulatory restrictions as well as how it’s allowed to handle marketing and promotional activities. Here's the top seven benefits of CRM for pharmaceuticals companies sales & marketing departments.

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Big pharma data
Podcast

Emoji Queries

Sam’s commitment to golf, the NHL and NBA bubbles, deploying CRM & training CRM users during a pandemic, using emojis for product searches, the most effective forms of marketing in 2020

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Podcast Mic
Podcast

Meteorologist Backdroppings

Musings about online meeting technologies and how they’re being used. How CRM vendors are helping out with discounts and free components.

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Podcast Mic
Blog

CRM Comparison Part 2: Comparing Marketing Features

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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Person Shrugging
Blog

CRM Comparison Part 1: Comparing Sales Features

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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Food
Blog

3 Helpful Tools for CRM Data Management

In a recent online user group, our experts discussed three CRM data management tools and how they help organizations clean, maintain, and enrich CRM data.

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crm data management
Blog

Tips to Clean and Maintain CRM Account Data

Data stored in your CRM can be universally valuable across your organization. Accurate data points return ROI indicators, sales forecasts, engagement activity, and other insights that can be utilized to increase sales and improve targeting and customer service. But what happens when that data…

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Data Cleaning
Blog

Software & Soft Skills: Great Customer Experiences Need Both

As Bob Dylan would say, “The times they are a changin’.” In the business world, those changes have meant an explosion in Cloud software adoption, integrated systems, automation, AI, and predictive intelligence. These digital tools are helping companies rapidly accelerate operations and tend to…

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software soft skills
Video

CRM & Cloud Telephony Integration: Explained [FULL RECORDING]

In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.

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Blog

How to Check the Number of Active Users in SugarCRM

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? So, how can you check the number of active users in SugarCRM?

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checking active CRM users
Blog

Why Your CRM is Like a Puppy

During a recent chat with one of our CRM consultants, he mentioned concerns about customer perceptions of CRM. As a business grows, the CRM must grow too.

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crm is like a puppy
Video

CRMs Are like Puppies

It might be an odd comparison, but CRMs have a lot in common with dogs. This video shows you how they are similar.

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Blog

The Explosive Impact of CRM: 2018 & Beyond

As recently as 10 years ago, the concept of CRM (Customer Relationship Management) might have caused some perplexed looks. CRM has come a long way since.

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impact of CRM