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
Service

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
Blog

How Not to do Data Management: A Lesson from Facebook

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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data management
Podcast

Countdown To GDPR

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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Podcast Mic
Video

Preparing your CRM for GDPR

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

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

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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crm erp integration
Podcast

GDPR & CRM

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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Podcast Mic
Blog

The Who, What, and Why of CRM

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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What?
Podcast

A Review of CRM Review Sites

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

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Podcast Mic
Blog

Three Valuable Integrations Every CRM User Should Consider

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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Rope Knot
Podcast

Pointless CRM RFP Questions

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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Podcast Mic
Blog

5 Ways Working with CRM Helped Prepare Me for Wedding Planning

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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Wedding Planning
Podcast

Lars Helgeson of GreenRope

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 Mic
Podcast

Bonus Episode: Ian Gotts of Elements.cloud

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 Mic
Podcast

Extensible CRM

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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Podcast Mic
Blog

6 CRM Mistakes You'll Never Make Again

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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Mistakes