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CRM software programs promise to help businesses streamline their internal business processes so that they can improve how they market, sell and provide service to their customers. It’s a booming sector with a myriad of vendors all claiming to offer feature rich solutions that are affordable and easy to use. They claim this because it’s what the consumer wants to…
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This week, one of my clients asked me this: “Are outside salespeople obsolete?” He is the CEO of a distributor who specializes in automation equipment. He had just lost three field salespeople and was thinking about replacing them. “What kind of person should I look for,” he asked, “in light of the recent and radical changes in the economy?” While his need…
Read MoreCustomer relationship management (CRM) is one of the deciding factors if a business will succeed or fail. Insurance brokers in particular face plenty of pressure from their clients and their industry alike, especially with the growing preference for personalized service and the increasing uncertainties that an insurance broker has to assuage. Certain tools can make this process a lot easier,…
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A mortgage broker usually deals with lengthy processes before clients close a deal. This process can be very time-consuming when done manually. Thanks to customer relationship management (CRM) software, mortgage brokers are able to work easier and more efficiently. However, it’s important to choose a mortgage CRM system that best fits your line of work. So what should a mortgage…
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You’ve heard it before. CRM is CRM is CRM. Most people believe that the myriad of CRM solutions in the market today are all pretty much the same, and they are right. How then did a company like Salesforce.com become an industry leader in a commodity market? Well, they were one of the first to market so that helped.…
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Not long ago I was speaking at a national sales meeting for a large regional distributor. The regional vice president for the company’s primary manufacturer was at the meeting, supporting the efforts of his big distributor. At the coffee break, we struck up a conversation. “Three years ago, I was the regional vice-president of sales for my company,” he told…
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Are you struggling to differentiate one CRM solution from the myriad of others? Of course you are and here is why. For the most part the majority of CRM systems targeted at small to mid-size businesses are all the same, differentiated primarily by price. These systems are generically designed to capture, track, manage and share information. But let’s face it,…
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Customer relationship management (CRM) software puts clients at the center of every business. With CRM, your business can perform a number of critical functions: leverage the cloud, collect and analyze data in real-time, modify your sales process, and allow entire departments to collaborate across devices or channels. CRMs ensure you keep in touch with prospects, leads, and existing clients. In…
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In the highly competitive business landscape, the one thing that matters more than the quality of your product is the customer satisfaction, towards your products as well as your service. That’s why Customer Relationship Management (CRM) software has become an essential part of small businesses’ journey to reach the top. So how can you find the right CRM for a…
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In 2017, CIO magazine reported that one-third of all customer relationship management (CRM) projects fail. Edinger Consulting Group founder and Harvard Business Review blogger Scott Edinger, on the other hand, found that the failure rate for customer relationship management (CRM) implementation may actually be as high as 90%. He found that most companies don’t know how to use these systems,…
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