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
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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.

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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
Podcast

Bonus Episode: Jon Ferrara of Nimble

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 Mic
Podcast

Vendor Trustiness

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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Podcast Mic
Blog

6 CRM Best Practices for Small Businesses

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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CRM Best Practices
Podcast

DIY VDSA

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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Podcast Mic
Blog

Use CRM Data to Measure Your KPI's

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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KPI
Podcast

CXM Ahead

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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Podcast Mic
Blog

What About Small Data?

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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Small Data
Blog

3 Reasons Why We Love Gamification for CRM

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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Gamification CRM
Podcast

El Nino CRM

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 Mic
Podcast

Everyone Needs a Rewrite

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

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Podcast Mic
Podcast

CRM Proximity

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

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Podcast Mic