Finding the right software is like finding the right partner. You wouldn't just marry the first person you were attracted to, right? You must be certain that what they offer aligns with what you need. The same is true for your software.Learn more about
10 Questions you Must Ask When Selecting a CRM
If you know the right questions to ask your CRM vendors, you’ll not only be able to make a well informed decision, but you will also increase your likelihood of long-term success with the CRM. Here are the crucial questions I recommend asking your CRM vendors:Continue reading
Why it’s a Bad Idea to Use the CRM Embedded in Your ERP
ERP (Enterprise Resource Planning) is a software system that helps businesses manage their core operations, such as accounting, inventory, and manufacturing. Many ERP solutions come with an embedded CRM “light” solution. This is appealing to finance and operation people but presents a lot of…Continue reading
What are the Pros and Cons of Custom CRM vs Packaged CRM?
When it comes to CRM software, there are two choices: custom or packaged. Custom CRM is bespoke—it’s built specifically for one customer. Packaged CRM is designed to fit the most common use cases across all customers. Each have their own advantages and disadvantages. Here are some of the biggest…Continue reading
From Selection to Success: How to Achieve High CRM User Adoption
A CRM is worthless if no one uses it. Businesses that are successful focus on CRM user adoption during CRM selection and post-acquisition. Here are some tips on how to do that.Continue reading
Beyond Purchase Price: Understanding the True Cost of CRM
When evaluating the cost of CRM, it is important to consider all of these factors. The initial purchase price is just one part of the total cost of ownership. By understanding the true cost of CRM, you can make an informed decision about whether or not the system is right for your business.Continue reading
Top SMB CRM Selection Considerations
Whether it’s a mom-and-pop shop or a multimillion-dollar corporation, no business wants to lose money on ill-fitting software. Small and medium-sized businesses are especially vulnerable to the negative impacts. SMBs are working with fixed budgets, fluctuating business needs, and limited resources…Continue reading
Why Banks & Credit Unions Choose Creatio
In a recent panel interview, we asked Consumers Credit Union, Ent Credit Union, and Cornerstone Bank about their experiences with no code CRM, Creatio. Why did they choose it? How did their teams adjust to using it? How long did it take to implement? Hear their stories in this short video clip.Continue reading
Choosing New Software? Prioritize Processes Over Products for Best Results
Many products will have similar feature sets, and as you start to look through them, it’s easy to get sucked down a rabbit hole of indecision. Going into that project with a full understanding of how those features relate to your processes helps you pick the solution that best fits your goals.Continue reading
Are You Listicling?
Sam and Steve verbally expand on several of their respective listicles. Source posts are:
10 Questions you Must Ask When Selecting a CRM (https://www.techadv.com/blog/10-questions-you-must-ask-when-selecting-crm)
5 Levels of CRM Requirements (https://crmswitch.com/…
Open Source CRM: What is it and Do I Need it?
Take Google’s Android operating system for instance. It powers more than 86% of the world’s smartphones – and its open source. Anyone can view and modify its code and share it with anyone else. So, where does a solution like open-source CRM fit into the equation? In this post we’ll address what…Continue reading
How Much Does a CRM Cost?
The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…Continue reading
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…Continue reading
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.Continue reading
Choosing the Right CRM for Snack Franchise Operators
A CRM system by its very nature helps you manage customer relationships. Choosing the right CRM software for your company should be in line with the industry you fall under.Continue reading
Banking CRM: Use Cases, Challenges, and Benefits
If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM adopters in recent years. In the age of instantaneous customer service, the use cases…Continue reading