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Software Selection

Service

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.

Learn more about

Blog

10 Questions you Must Ask When Selecting a CRM

May 31, 2023

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:

Blog

How to Choose the Perfect CRM Software in 3 Steps

September 22, 2023

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…

Blog

Why it’s a Bad Idea to Use the CRM Embedded in Your ERP

April 20, 2023

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…

Blog

What are the Pros and Cons of Custom CRM vs Packaged CRM?

April 20, 2023

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…

Blog

From Selection to Success: How to Achieve High CRM User Adoption

April 20, 2023

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.

Blog

Beyond Purchase Price: Understanding the True Cost of CRM

April 19, 2023

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.

Blog

Top SMB CRM Selection Considerations

April 17, 2023

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…

Video

Why Banks & Credit Unions Choose Creatio

March 22, 2023

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.

Blog

Choosing New Software? Prioritize Processes Over Products for Best Results

January 9, 2023

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.

Podcast

Are You Listicling?

May 6, 2021

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/…

Listen Now

Blog

Open Source CRM: What is it and Do I Need it?

January 27, 2021

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…

Blog

How Much Does a CRM Cost?

October 5, 2020

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…

Blog

CRM Comparison Part 2: Comparing Marketing Features

March 16, 2020

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…

Blog

CRM Comparison Part 1: Comparing Sales Features

February 27, 2020

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.

Blog

Choosing the Right CRM for Snack Franchise Operators

February 10, 2020

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.