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
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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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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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Video

What is a Reverse CRM Demo?

This quick explainer video answers what a reverse CRM demo is, when it's useful, and how to do it successfully.

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Blog

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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CRM embedded in your ERP is a bad idea
Blog

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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custom crm vs. packaged crm
Blog

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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CRM user adoption success
Blog

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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cost of CRM
Blog

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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CRM selection for SMB
Video

How Banks & Credit Unions are Overcoming CRM Challenges

In this clip from our panel interview of banking and credit union customers, we asked Ent Credit Union, Cornerstone Bank, and Consumers Credit Union about the challenges they faced when adopting CRM. What were the internal blockades? What were the technical challenges? What advantages are they…

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Video

How to Get Started with No Code CRM

This clip from our recent webinar briefly highlights the two main components of getting started with a no code CRM: planning how you're going to use a system, choosing the right one for your goals, and implementing in phases based on business priorities.

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Blog

Why Integrating Your CRM is Crucial for Competitive Advantage

Integrating CRM uses the innate benefits of your software investments to create one cohesive, scalable, cost-saving powerhouse.

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Competitive Advantage
Video

CRM Risk Analysis & Management

Every software project has risks, but performing risk analysis for your CRM project helps identify threats that could prevent you from successfully reaching your objectives. In this video, we’ll explain the types of risk analysis, how to avoid risk, and the most common risk management strategies.

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Video

What is a CRM Roadmap?

In this video, you'll learn the important steps of a CRM roadmap and how it’s crucial for successful CRM implementation.

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Blog

Evolving Leadership and Modern CRM

Good leadership has always been an essential part of ensuring business processes run smoothly and deliver a good customer experience. CRM requires teams and leaders that understand the customer, their needs, and broader changes in society.

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leadership and CRM
Blog

7 Innovative CRM Trends to Pay Attention to in 2022

In this article, we’ll explain why it’s so important to implement the best CRM software in your business and what changes we’ll see in its development throughout the remainder of 2022.

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innovative CRM
Blog

Chrome Trick to Clear Your Browser Cache for a Specific Website

If caches can cause issues, then why are files cached in the first place? Nearly every website you visit will cache files to your local computer to speed up website loading. The logic is that, if the file is already on your computer, then it doesn’t need to be downloaded, and the website will…

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google chrome header image
Blog

[INFOGRAPHIC] Top 6 Use Cases for PMS and CRM Integration for Hotels

Hospitality is all about providing your guests with experiences they won’t forget, especially when it comes to location and places to stay. Making your guests a priority will ensure all information is in-check and you have everything you need to provide quality services to fit their standards.

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front desk image