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How the customer experience drives sales

An effective CRM solution tracks every customer to assure their best service and treatment, personalized to the client’s particular interests and spending history.

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CRM Moving Up

By Lesley McCreath In Gartner’s 2012 CEO Survey, CEO’s rated CRM as “the most important area of investment to improve their business over the next five years.” Worldwide CRM...

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CRM in Hollywood

By Lesley McCreath The Walt Disney Studios job board has a new listing - Supervising VP of CRM (Customer Relationship Management). According to the listing, the key job...

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Team-building in CRM

By Rick Cook Say “team building” today and most people think of a group of out-of-shape employees who are base jumping off a 1,000 foot cliff or trekking through the Costa...

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Customer complaints are gold

By Rick Cook Customer complaints are annoying, embarrassing and occasionally infuriating. But for the CRM-enabled organization they are also gold. Remember that for every...

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Cutting the Churn with CRM

By Rick Cook Customer churn – losing customers over time – is a major problem for businesses of all sorts. Even banks, with built-in customer loyalty factors such as the...

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Cross Selling and Upselling with CRM

By Rick Cook Cross Selling (selling the customer additional, related, products) and Up Selling (selling the customer a more expensive version of the product) are keys to...

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Getting the Most Out of Your Sales Leads

By Rick Cook Sales leads are the lifeblood of any sales and marketing effort, but there can be a surprising amount of disagreement within the organization about them and how...

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Choosing a CRM Vendor

By Rick Cook Choosing a CRM system is really a matter of making two choices. The obvious one is the choice of software package. The less-obvious, but equally important one is...

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Dealing with Duplicates in Your CRM System

By Rick Cook Of course you cleaned your data before your CRM system went live. But that doesn't mean you're done dealing with duplicates. In the normal course of things...

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Where Big Data and CRM Collide

By Pam Baker No one doubts that we are in a data-driven economy but there’s plenty of confusion over which data turns to cash and which is nothing more than fool’s gold. Sure...

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CRM is Now the Best Friend of Sales

By Leslie McCreath Customer Relationship Management (CRM) is today’s name for what every successful shop owner has known throughout the ages – that meeting each customer at...

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Prospecting Your Customer Base with CRM

By Rick Cook Fundamentally, CRM is about information; collecting and organizing information on your total sales effort. This improves efficiency, makes your customers happy,...

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CRM Wins the Derby

By Lesley McCreath The Growing Landscape of CRM According to a report from Gartner, CRM spending grew 13% last year, fueled by mobile, operational and social CRM growth. A...

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CRM for Sports and Dentist's Chair

By Lesley McCreath CRM Batting .500 There’s an old song, with a familiar refrain, “take me out to the ballpark, take me out to the game.” It evokes a time when baseball...

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Screen Design for Mobile CRM

By Rick Cook Mobile interfaces are significantly different from the one you use on your desktop CRM system. Your screens need to be designed so they are compatible with good...

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CRM Administration

By Rick Cook The administrator has a critical role in any CRM system. The job requires keeping the system running on an even keel, dealing with users' log-ins, backups and...

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A Step Beyond CRM: Integrating Business Intelligence

By Rick Cook As business intelligence becomes increasingly important to business of all sizes, it is important to make use of the business analysis features built into your...

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Stop using CRM as a PIM

By Rick Cook CRM (Customer Relations Management) and PIM (Personal Information Managers) are as different as chalk and cheese, as the Irish say. Depressingly however, there...

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Top 10 mistakes in CRM

By Rick Cook CRM is a powerful tool for increasing sales and profits, but it can actually work against you if you don't employ it correctly. Here are some common mistakes in...

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Metrics for CRM

By Rick Cook A metric is simply something you can measure. In CRM we use metrics to track performance and ultimately success. Metrics give you better control over your sales...

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Mobile security for CRM

By Rick Cook As CRM moves increasingly into a mobile world, it's important to pay more attention to security. Having someone steal your confidential company information by...

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"The Customer is Always Right!" - Early CRM

By Lesley McCreath It’s an old expression embraced by American business in the early twentieth century; the catch phrase coined by Marshall Field's department store in...

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CRM On the Ski Slopes

By Lesley McCreath Skiing and snowboarding is big business. According to IBISWorld, the U.S. ski and snowboard industry garners total revenue each year approaching $3 billion...

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Give Your CRM a Spring Cleaning

By Rick Cook An annual review can fine-tune your CRM system to make sure it is delivering maximum value to your company and your customers. Is Your Software Up To Date? Start...

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