Why having mobile CRM is so important

Why having mobile CRM is so important It’s no secret that we all love our smartphones. Some of us can recall the days when we used to carry around a Palm Pilot device in addition to our mobile phones so that we could have access to customer information while on the move. Thankfully those days are long gone now that modern smartphones can serve both these purposes, and many more of course. Our trusty Palm Pilots could also only provide us with ... Read more

Training as part of the CRM Implementation process

Training as part of the CRM Implementation process. By Shabana Reddy Don't leave training until the end - training is often considered the last component of an implementation. Training receives the least funding and results in end-users receiving a new application at the last minute. Give your end-users as much time as needed with the new solution before going live--it makes the transition that much easier. Training should begin immediately following integrator and software selection. The sooner training begins, the sooner end-users realize ... Read more

Selecting and Implementing Successful CRM

Selecting and Implementing Successful CRM. By Shabana Reddy. If not chosen or implemented well, a CRM system may feel more like an expensive mistake than a useful tool. A CRM system is a software tool that helps manage interactions with constituents. To be successful, a CRM system must track and report information about the people you engage with in a way that helps you further your goals. For this reason, an organization’s specific needs and workflows must be a critical factor when selecting and ... Read more

CRM and the Social Media platform

CRM and the Social Media platform. By Shabana Reddy Relationship management is entering a 21st-century renaissance. Business is recognizing the value of the human connection. In our business lives, just as in our personal lives, we appreciate and need authentic and relevant connections more than ever. Social media has reawakened us all to these values. Our culture of “social networks” is changing our expectations about the people and companies we engage with. Customers don’t want to be “acquired;” they don’t want to be “managed.” ... Read more

What is CRM?

What is CRM? By Mark Annett. CRM, or Customer Relationship Management, is a company-wide business strategy designed to reduce costs and increase profitability. If customer relationships are the heart of business success, then CRM is the valve that pumps a company's life blood. CRM can brings together information from all data sources within the organisation, as well as from outside if needed, to give one, holistic view of each customer in real time. This allows customer-facing employees, mainly in such areas as sales, marketing ... Read more

Respect leads to good CRM!

Respect leads to good CRM! By Mark Annett. In my youth, which wasn’t too long ago, as a sales intern in a financial services company I vividly remember a training video starring John Cleese. The topic was about respecting the customer, your company and your product at all times. John Cleese hilariously belittled the product, the sales person, the backup, his manager and everyone else he could think of. The upshot of that was that the client cancelled his order because he thought ... Read more

Cloud VS On Premise – how do I decide?

Cloud VS On Premise – how do I decide? By Nelia Roberts. Again last week I was face to face with a client asking – are we actually ready for cloud computing? My immediate response would have to been “of course we are”. Why would you ask such a question? Is it safe though?, they asked And who looks after it? What if another cable goes missing and we don’t have internet? What about speed issues? Well, of course it is a battle between environmental issues and user reactions ... Read more

The Ten Commandments of Customer Service

The Ten Commandments of Customer Service. By Shabana Reddy. Customer service is an integral part of our job and should not be seen as an extension of it. A company’s most vital asset is its customers. Without them, we would not and could not exist in business. When we satisfy our customers, they not only help us grow by continuing to do business with you, but recommend you to friends and associates. The practice of customer service should be as present on the show ... Read more

Maximizer CRM Adoption

Maximizer CRM Adoption. By Mark Annett. In a recent independent study on CRM user systems adoption rates, Maximizer CRM came out on top. Interestingly, the main reason was the look and feel. Users felt that out of all the systems they were exposed to Maximizer was the most intuitive and the least intimidating of all 6 leading CRM systems tested. Maximizer`s Following Window technology flows seamlessly from one function to the other. Navigation using the icon bar is as natural as changing gears ... Read more

Why is CRM important?

Why is CRM important? By Nelia Roberts. I’ve seen many clients over the past 10 years of being in the CRM business and very often it seems that when you first approach them they have “no need” for a CRM system until they actually see what its capabilities are. Typically the marketing department starts things off to bring the leads in, sales people take over to bring in the sales and then the customer services personnel look after the rest, until sales bring in ... Read more
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