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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Against Doctor’s Orders
Ignoring orthopedists, Apple Watch flop, Government CRM, poor man’s B2B landing pages
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The Salesfortification of Sage
Steve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application that’s being built on the Salesforce1 platform. This is followed by a discussion about verticalized CRM.
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Salesforce Speculation Frenzy
Sam and Steve discuss all the speculation that was sparked by Bloomberg’s report that salesforce.com “is working with financial advisors”. Zoho’s CEO speaks out. CRM product upgrades and rewrites.
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Prototypical CRM
CRM prototypes, configuration vs. customization, Sage’s salesforce.com announcement, Google’s new mobile-friendliness standards, Amazon Prime addiction.
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CRM & ERP Integration
Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario.
In order to provide you with more listening options, starting with this episode, we are also uploading the audio file to…
How should I deploy my CRM solution?
Beyond the entire process of choosing an actual CRM solution, you need to determine how you are going to deploy your selection. The good thing is you have options. The bad thing is you have options. You can deploy your CRM solution On-Premise, On-Demand (Hosted) or in the Cloud. Each have their…
Continue readingWho should use dashboards in CRM?
We all should! Seriously, regardless of your role in your organization, dashboards are an excellent, quick view of the information contained in your CRM system. We take the time to put the information into our CRM system, why not allow it to present the information we want to see most, back to us,…
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