Software Selection
Software Selection
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.
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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:
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CRM Readiness Challenge
In this episode of CRM Talk, hosts Steve Chipman and Sam Biardo discuss how to prepare an organization for CRM success before implementing a new system. They emphasize the importance of executive sponsorship, precise requirements, and organizational alignment to avoid costly surprises.
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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…
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How to Choose the Perfect CRM Software in 3 Steps
The perfect CRM for you is out there, somewhere. The key to finding it depends on your team’s ability to laser focus on your goals and translate them into capabilities and features. For the average person, this can feel overwhelming, but you have a decided advantage: the insight of seasoned…
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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…
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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…
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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.
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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.
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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…
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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.
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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.
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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…
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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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