Author: Gail
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5 Golden Parameters To Follow Before Selecting A CRM Software
I often hear people complaining about their CRM software. Most of them claim that it fails to help them interact with their customers. I was always skeptical about what they said, solely because I have seen people turning the tides of their business using a CRM system. I did a bit of research and it… Read more
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How to Measure Customer Relationships (with a CRM)
You have to admit that when you hear the term CRM, you subconsciously think of technology. But let’s not forget that CRM stands for Customer Relationship Management and it starts and ends with the customer. While a CRM system is an incredibly powerful tool, success depends on how you use it. If you’re not measuring… Read more
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Checklist for Departing Employees
Employees will come and go in any organization, so it helps to have a clear employee exit checklist to ensure nothing slips through the cracks when someone leaves. Use this checklist to safeguard your data, maintain smooth operations, and create a secure offboarding process. Inform Your IT Security TeamIf the employee is leaving on bad… Read more
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Why You Should Outsource a CRM Administrator
Many companies face the decision of whether or not to outsource a CRM administrator. Understandably, some businesses hesitate due to the critical nature of the role. However, while most companies are comfortable outsourcing their CRM software, they often overlook the potential benefits of outsourcing CRM administration as well. This trend has only grown in recent… Read more
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User Adoption- Getting Your Team Onboard
Introducing new software into your company can improve productivity, boost sales, and help your team make smarter decisions faster. But getting everyone on board can be a challenge. So how do you drive early and lasting user adoption? And how do you reward users who embrace the new tools? Choose Software Wisely When selecting a… Read more