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
Service

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.

Register Online
Podcast

ERP Implementability

Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors, about what should be behind proper ERP selection and implementation processes.

Joel answers the question, “is cloud-based ERP as easy as the vendors would lead you to believe?”

Joel also…

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Podcast Mic
Podcast

CRM Investments & Acquisitions

Sam and Steve test-drive Zencastr, Pipedrive raises $50 million, should smaller vendors be “taking on” the big CRM vendors or is there a better strategy?, Nimble’s approach, Swiftpage’s investment and their focus on “the easiest product on the market to use”, Act! Connect, the Collabspot plugin for…

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Podcast Mic
Video

6 CRM Best Practices for Small Businesses

This video gives six ways to make the most out of your CRM investment.

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Video

Six Ways CRM and ERP Integration Saves Money

Integrating CRM and ERP gives you long term benefits. There are six ways integrating the two can save you money.

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Blog

How Not to do Data Management: A Lesson from Facebook

What lessons can we learn from Facebook about data ownership? What should we consider when sharing data with outside parties? Here are three ways the Cambridge Analytica debacle showed us how NOT to do data management.

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data management
Podcast

Countdown To GDPR

GDPR will take effect in just over a month. Ian Gotts of Elements.Cloud returns to discuss GDPR with Sam and Steve.

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Podcast Mic
Video

Preparing your CRM for GDPR

Here are a few tips for how to prepare your CRM data and use your system to help you comply with GDPR.

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Video

CRM Provider Compliance

What is your CRM provider responsible for in terms of GDPR compliance? Here's a quick overview.

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Blog

Six Ways CRM and ERP Integration Saves Money

CRM and ERP integration enables usability that was impossible before, which ends up saving money over time. Here are six ways it saves money.

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crm erp integration
Podcast

GDPR & CRM

Sam’s upcoming body parts replacement, CRM Switch named a Top 10 CRM Blog for 2017 by CRMBuyer, the CRM Switch multi-year CRM cost calculator, GDPR compliance in the context of CRM and marketing automation, blockchain and GDPR compliance, chat & leads, incorporating sales tax in CRM quotes.

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Podcast Mic
Blog

The Who, What, and Why of CRM

Why CRM? What does it do and why do businesses choose to implement it? Customer Relationship Management (CRM) is a holistic approach to managing a business’s interactions with current and potential customers. In principle, it uses your data to help you improve customer relationships, streamline…

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What?
Podcast

A Review of CRM Review Sites

A discussion about the various CRM review sites. How they work and how to use them.

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Podcast Mic
Blog

Three Valuable Integrations Every CRM User Should Consider

You understand the importance of a good CRM system – which is why you have one! But are you using it to its full potential? By integrating some core systems with your CRM software, you can take your multi-tasking, lead-generating abilities to a whole new level. Here are three valuable integrations…

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Rope Knot
Podcast

Pointless CRM RFP Questions

Sam and Steve deconstruct some of the common questions that are included in CRM RFPs and RFIs. They suggest some ways in which a better outcome can be achieved for the CRM buyer.

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Podcast Mic
Blog

5 Ways Working with CRM Helped Prepare Me for Wedding Planning

My wedding woes mirrored the issues our customers face every day: forecasting, budgeting, tracking contacts, managing paperwork, etc. Working with CRM taught me a lot about the importance of managing these aspects.

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Wedding Planning