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.
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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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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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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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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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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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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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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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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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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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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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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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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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ERP Implementability
Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors, about what should be behind proper ERP selection and implementation processes.
Joel answers the question, “is cloud-based ERP as easy as the vendors would lead you to believe?”
Joel also…
CRM Investments & Acquisitions
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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6 CRM Best Practices for Small Businesses
This video gives six ways to make the most out of your CRM investment.
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Six Ways CRM and ERP Integration Saves Money
Integrating CRM and ERP gives you long term benefits. There are six ways integrating the two can save you money.
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