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    Archie CRM

  • What is CRM and what types of CRM are there?
    What is CRM? And what types of CRM are there? An overview of what Customer Relationship Management actually is about and what it offers you. The post What is CRM and what types of CRM are there? appeared first on Archie CRM.... Read more »
    Source: Archie CRM | Published: March 7, 2022 - 2:11 pm
  • Account Based Marketing: a new interpretation of the AIDA
    Account Based Marketing (ABM) is a relatively new B2B marketing and sales technique that supports the buyer journey in a targeted way. The post Account Based Marketing: a new interpretation of the AIDA appeared first on Archie CRM.... Read more »
    Source: Archie CRM | Published: October 13, 2021 - 6:40 am
  • Collecting customer data in 4 steps
    Collecting customer data and Account Based Marketing go hand in hand. In 4 steps it becomes clear how the process works. The post Collecting customer data in 4 steps appeared first on Archie CRM.... Read more »
    Source: Archie CRM | Published: September 16, 2021 - 7:17 am
  • CRM for SME
    CRM is not only suitable for large companies but also for small businesses, CRM for SME, as it is about relationship management and customer focus. The post CRM for SME appeared first on Archie CRM.... Read more »
    Source: Archie CRM | Published: April 29, 2021 - 1:28 pm
  • ERP is not CRM
    ERP (Enterprise Resource Planning) is a useful system, but it's not CRM. Companies do need a CRM system along side. The post ERP is not CRM appeared first on Archie CRM.... Read more »
    Source: Archie CRM | Published: April 29, 2021 - 1:17 pm
  • Shape customer intimacy
    Internal communication is part of customer intimacy. With the use of CRM, you create structure and give employees autonomy. The post Shape customer intimacy appeared first on Archie CRM.... Read more »
    Source: Archie CRM | Published: January 11, 2021 - 11:00 am
  • Collaborate online in sales
    Online sales and account management need not be an obstacle for organizations. In fact, with a good CRM system, it's powerful. The post Collaborate online in sales appeared first on Archie CRM.... Read more »
    Source: Archie CRM | Published: December 3, 2020 - 11:04 am
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    The CRM Consultant

  • VideoThe Benefits of CRM – Contact Management (The Video)
    First in a number of videos I will be doing around the benefits of CRM technology. Thought I would go back to CRM’s routes and talk about the benefits of contact management. ShareThis... Read more »
    Source: The CRM Consultant | Published: September 13, 2021 - 6:00 pm
  • VideoThe real reasons CRM projects fail
    Much has been written and said over the years about CRM project failures and their causes, but a lot of it has been by marketing folks and journalists rather than those on the front line. So in this video I wanted to set out what failure really looks like and... Read more »
    Source: The CRM Consultant | Published: September 2, 2021 - 6:29 am
  • VideoHow long does a CRM project take?
    I was conscious that in last week’s ‘layperson’s guide to a CRM project’ video, where I broke a project down into the different stages, that I didn’t really cover off associated timelines. Something I’ve addressed in the following video, in the context of a mid-sized CRM implementation: ShareThis... Read more »
    Source: The CRM Consultant | Published: August 23, 2021 - 10:32 am
  • VideoA Layperson’s guide to a CRM project
    In this video I wanted to set out the principle stages of a CRM project. It’s aimed at people new to managing a CRM project, and tries to identify some of the things to look out for as you progress. ShareThis... Read more »
    Source: The CRM Consultant | Published: August 16, 2021 - 5:21 pm
  • VideoHow to speed up a CRM project
    People are often surprised how long a CRM project can take. In this video I go through ten ways to speed up the delivery of a system. ShareThis... Read more »
    Source: The CRM Consultant | Published: August 11, 2021 - 6:20 am
  • VideoNine Ways To Reduce The Cost Of A CRM System
    As promised in last week’s post, which outlined the costs involved in running a CRM project, this video sets out ways to reduce them. ShareThis... Read more »
    Source: The CRM Consultant | Published: August 4, 2021 - 6:10 am
  • VideoHow much is a CRM system?
    In this video I walk through the different types of costs that are involved in a CRM project. These include software and implementation costs, project team time, the impact of go-live on users, system support, and the ongoing development and management of the system. ShareThis... Read more »
    Source: The CRM Consultant | Published: July 28, 2021 - 7:26 am
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    Bob Thompson – CustomerThink

  • Secrets of Customer-Centric Success — Interview with Jeff Puritt, CEO of TELUS International
    Everyone says they want to be customer-centric and deliver a great customer experience. But most companies struggle, despite collecting customer feedback and investing in the latest technologies. The key to turning CX dreams into a real competitive advantage is leadership! Sign up for my new livestream interview show — Hooked... Read more »
    Source: Bob Thompson – CustomerThink | Published: March 26, 2021 - 8:24 pm
  • “State of Service” Report: Pandemic Driving Customers to Digital Channels and Automation
    Salesforce.com just released its latest “State of Service” report with insights into how 7,000+ service professionals are adapting during the pandemic. I’d like to highlight a few key findings with the help of customer service thought leaders. Let’s start with the critical role of customer service in customer loyalty. A... Read more »
    Source: Bob Thompson – CustomerThink | Published: December 15, 2020 - 11:26 pm
  • CX ROI: Making the Case to Improve the Buying Experience
    Sure, marketing and sales leaders want satisfied customers. But they won’t fund a CX initiative if that’s the main benefit. CX pros must show they are a valued contributor to the “revenue team.”... Read more »
    Source: Bob Thompson – CustomerThink | Published: June 12, 2020 - 7:05 pm
  • Is Customer Experience the Key to B2B Differentiation? Yes, the SERVICE Experience
    For years we’ve seen many surveys finding that Customer Experience (CX) is a top priority and the key to differentiation. To the point that it’s become a mantra, accepted without question. Unfortunately, “CX” is used so broadly that it’s not clear whether it means customer service, the end-to-end customer journey,... Read more »
    Source: Bob Thompson – CustomerThink | Published: May 15, 2020 - 6:05 pm
  • CX ROI: How to Justify Improving the Customer Service Experience
    To gain funding to improve the service experience, CX pros must support the KPIs of the customer service department. Improving customer satisfaction is not enough. At first blush, it should be a no-brainer to justify a Customer Experience (CX) program to improve the service experience. Customer Service (CS) is often... Read more »
    Source: Bob Thompson – CustomerThink | Published: May 1, 2020 - 8:33 pm
  • How to Sustain Relationships with Customers and Employees During the COVID-19 Crisis
    On April 23, 2020, CustomerThink’s Advisors came together to support a webinar with tips on how to deal with the COVID-19 crisis. In this post I share my opening comments and highlight some of the content shared by the speakers. I encourage everyone to view the full recording here. Be... Read more »
    Source: Bob Thompson – CustomerThink | Published: April 24, 2020 - 7:00 pm
  • 7 Global CX Experts Reveal How to Prove the Business Value of Customer Experience
    For the past three years (starting with this article) I’ve been banging the drum about a worrisome problem. Namely, less than one in four CX initiatives can demonstrate business impact in the form of tangible benefits. My argument in a nutshell: During a downturn, CX programs that can’t justify their... Read more »
    Source: Bob Thompson – CustomerThink | Published: April 10, 2020 - 9:42 pm
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    crm chart guy

  • “Support” for the Unified Interface in the Advanced Chart Editor for the XrmToolBox
      As a lot of people have noticed, chart customizations in the Unified Interface in Model-Driven Power Apps, or Dynamics 365 does not behave the way they used to in the classic interface. This is because the Unified Interface only supports a subset of the chart customization options that were... Read more »
    Source: crm chart guy | Published: June 30, 2021 - 4:17 am
  • Create Record Links From Power BI to Unified Interface and Dynamics 365
    A great dashboard in Dynamics 365, or Model-Driven App will not only show you the relevant data and insights, it will also make it easy to get to the relevant records so you can take action. Drill-downs and clicking on records to navigate to them has been the standard user... Read more »
    Source: crm chart guy | Published: November 4, 2020 - 2:55 pm
  • Use Icons from Power Apps Unified Interface in Power BI
    As Power BI is used increasingly within Dynamics 365 or Model-Driven apps, attention to detail in the user experience is increasingly important. Users should be able to seamlessly navigate between the two technologies, and the visual cues should match between them for a coherent user experience. Visual cues for example,... Read more »
    Source: crm chart guy | Published: October 22, 2020 - 10:28 pm
  • DirectQuery CDS from Power BI
    Last year I wrote a lengthy blog post comparing the three main methods of getting Dynamics 365, or Common Data Service data into Power BI for analysis. Now, at the most recent Microsoft Business Applications Summit, a new method was announced that I was finally able to try out. The... Read more »
    Source: crm chart guy | Published: May 30, 2020 - 4:05 am
  • VideoCompare This Year to Last Year – Unified Interface edition
    Some years ago, I wrote a blog post about how to create a chart that compared monthly sales, to the same month in the previous year. The approach required quite a bit of XML editing and the chart was limited to only comparing this and last year. No data from... Read more »
    Source: crm chart guy | Published: March 31, 2020 - 12:09 pm
  • Comparing the three main ways to get Dynamics 365 data into Power BI
    There are a few different ways to get your Dynamics 365 data into Power BI. Now that the Common Data Service connector has come out of preview and is generally available, I figured it would be a good time to have a look at the different methods and how they... Read more »
    Source: crm chart guy | Published: July 24, 2019 - 4:42 am
  • Power Query (M) Builder for the XrmToolBox (April 2019 update and fixes)
    It has been a little while since the last update, but Mohamed Rasheed and I just added some bug fixes and improvements to the Power Query (M) Builder for the XrmToolBox. If you are new to the Power Query (M) Builder and how it can accelerate Power BI report development... Read more »
    Source: crm chart guy | Published: April 25, 2019 - 4:27 am
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    so much to say…

  • [reader] The future of personalization–and how to get ready for it | McKinsey
    The future of personalization–and how to get ready for it | McKinsey The future of personalization–and how to get ready for it | McKinsey two very interesting concepts in this short read from McK. analytics translators – talks to the issue of data literacy, or rather the lack of it.... Read more »
    Source: so much to say… | Published: April 26, 2022 - 3:02 pm
  • [reader] Executive views on business in 2022: PwC
    Executive views on business in 2022: PwC Executive views on business in 2022: PwC the most interesting part of this is that talent acquisition and retention is in, supply chain, inflation taming, and agility are in. is this the year employee experience is really going to be in the driver... Read more »
    Source: so much to say… | Published: April 25, 2022 - 2:47 pm
  • why bother with modern-day CX?
    continuing with the modern-day CX project, it is time for the question that’s in everybody’s (who cares about doing CX right) mind: why do i care? why should i change what i am doing with CX? why modern-day versus — say, golden days CX? i would like to say good... Read more »
    Source: so much to say… | Published: April 6, 2022 - 5:22 pm
  • [reader] New Study Shows Major Disconnect Between Companies And Customers – Bodine & Co.
    New Study Shows Major Disconnect Between Companies And Customers – Bodine & Co. New Study Shows Major Disconnect Between Companies And Customers – Bodine & Co. if you are old and “weathered” in this industry you probably came across the (very) old study from Bain & Co that said that... Read more »
    Source: so much to say… | Published: April 5, 2022 - 2:00 pm
  • [reader] Changing Consumer Motivations & Expectations | Accenture
    Changing Consumer Motivations & Expectations | Accenture Changing Consumer Motivations & Expectations | Accenture let’s say that you can ignore the biased approach to surveying customers here and ignore the results that are not as dramatic as they imply in their early assertions (i know, market research and survey is... Read more »
    Source: so much to say… | Published: March 30, 2022 - 1:24 pm
  • what is modern day cx?
    that’s a great question, no? it requires some context before it can be answered… and that context involves Michel Foucalt, Tom Siebel, and Ed Thompson. intrigued? stay with me on this one… in the early 1990s Tom Siebel started a company that gave birth to what later became CRM. this... Read more »
    Source: so much to say… | Published: March 17, 2022 - 4:57 pm
  • Video[reader] The Cost of Missing Something | Tricia Wang
    this is an “oldie” but still a fantastic watch. Tricia has an incredible background, and this talk on “thick data” is truly still ahead of its time – don’t miss it. yes, will post more of these short posts going forward so you can keep track of what i read... Read more »
    Source: so much to say… | Published: March 15, 2022 - 4:42 pm
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    CRM Software Blog | Dynamics 365

  • Explore the Top Features from the 2024 Wave 2 Release for Dynamics 365 Sales
    Dynamics 365 Sales has introduced a slew of new capabilities and updates designed to make selling smarter, faster, and more personalized. But with so many updates, it can be time-consuming […] The post Explore the Top Features from the 2024 Wave 2 Release for Dynamics 365 Sales appeared first on... Read more »
    Source: CRM Software Blog | Dynamics 365 | Published: May 16, 2025 - 8:44 pm
  • A CRM Service Solution Built for ISO-13485 Compliance? Yes, with Microsoft Power Apps.
    Most CRM platforms aren't designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest […] The post A CRM Service Solution Built for ISO-13485 Compliance? Yes, with Microsoft Power Apps. appeared first on CRM... Read more »
    Source: CRM Software Blog | Dynamics 365 | Published: May 16, 2025 - 8:06 pm
  • Automating Data Workflows in Dynamics 365 CRM and ERP
    Streamline Business Operations by Automating Data Workflows in Dynamics 365 CRM and ERP Automation isn’t just about saving time—it’s about eliminating repetitive, error-prone data tasks so your team can focus […] The post Automating Data Workflows in Dynamics 365 CRM and ERP appeared first on CRM Software Blog | Dynamics... Read more »
    Source: CRM Software Blog | Dynamics 365 | Published: May 16, 2025 - 2:06 pm
  • Webinar: Let Copilot Studio Agents Securely Read Your Files and Write Your Emails!
    In a world increasingly driven by automation, businesses face a familiar hurdle: how to efficiently use AI to work with documents stored locally across various departments. If you’ve ever wished […] The post Webinar: Let Copilot Studio Agents Securely Read Your Files and Write Your Emails! appeared first on CRM... Read more »
    Source: CRM Software Blog | Dynamics 365 | Published: May 15, 2025 - 11:31 am
  • Video3 Ways to Optimize Your Dynamics 365 Sales Cycle
    How Your Dynamics 365 Sales Cycle Impacts Business Performance and Profitability Prolonged sales cycles can lead to increased costs, reduced cash flow, and missed opportunities. On the other hand, a […] The post 3 Ways to Optimize Your Dynamics 365 Sales Cycle appeared first on CRM Software Blog | Dynamics... Read more »
    Source: CRM Software Blog | Dynamics 365 | Published: May 14, 2025 - 5:18 pm
  • How To Filter a Dynamic Entity Grid with MutationObserver in Microsoft Power Pages
    In Microsoft Power Pages, user interface components such as modals and data grids are loaded after the page has finished rendering. This can be a challenge when you want to […] The post How To Filter a Dynamic Entity Grid with MutationObserver in Microsoft Power Pages appeared first on CRM... Read more »
    Source: CRM Software Blog | Dynamics 365 | Published: May 14, 2025 - 4:08 pm
  • VideoWhen CRM Cases Are Too Much: A Custom Approach with Power Apps
    What do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module? In Episode 3 of Not […] The post When CRM Cases Are Too Much: A Custom Approach with Power Apps appeared first on CRM Software... Read more »
    Source: CRM Software Blog | Dynamics 365 | Published: May 13, 2025 - 6:58 pm
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    Lynn Hunsaker – CustomerThink

  • CX Day: Better Outcomes for Everyone
    CX Day is a highlight of the year, celebrating customers, CX professionals, and CX outcomes. It’s always the first Tuesday of October. This year’s theme is: Why this theme? According to the Customer Experience Professionals Association (cxpa.org/get-involved/cxday): To explore and highlight credible proof of business impact. Real-world return on investment:... Read more »
    Source: Lynn Hunsaker – CustomerThink | Published: September 25, 2024 - 8:59 pm
  • CX ROI Metrics Roadmap Timeline
    Your CX ROI metrics roadmap is a cause-and-effect sequence that multiplies growth. All customer experience metrics used today are lagging indicators of growth. You’re measuring what already happened with customers. Therefore, it’s lagging. Leading indicators are what you are doing that causes the lagging indicator. A leading indicator shows what... Read more »
    Source: Lynn Hunsaker – CustomerThink | Published: September 18, 2024 - 8:46 pm
  • 24 Ways 2024 Customer Experience is Smarter: CX Strategy (Part 4 of 4)
    CX strategy is smarter in 2024 due to several new discoveries I talked about last year. You may have adopted these since then, or they may be new to you. Going forward, our customer experience profession can increase value and maturity by embracing these 9 strategy truths, in addition to... Read more »
    Source: Lynn Hunsaker – CustomerThink | Published: September 5, 2024 - 9:45 pm
  • CX ROI Handbook: Connecting Business Outcomes and Customer Outcomes
    Customer outcomes never differ from business outcomes, and vice versa. Customer outcomes are why your business exists. — Providing value for their needs. — Their funding fueling your life. — Their preference is your growth. — Their expansion fueling investors. — Their responses guiding your strategies. How you run your... Read more »
    Source: Lynn Hunsaker – CustomerThink | Published: August 8, 2024 - 5:24 pm
  • CX ROI Handbook: Connecting Customer Experience and Employee Experience ROI
    What is the employee experience and customer experience ROI connection? Let’s take a look at all the players and definitions. Business value is: — Created primarily by ALL non-customer-facing employees and suppliers. — Communicated by Marketing and Sales employees. — Fulfilled by Operations and Service Delivery employees and partners. —... Read more »
    Source: Lynn Hunsaker – CustomerThink | Published: June 11, 2024 - 5:44 pm
  • Customer Experience ROI Handbook: Proving CX Value to Executives
    Your Customer Experience ROI Handbook started with “What is CX ROI?” (return on investment) and continues here with “Proving CX Value” in chapter two of this five-part series. To recap: Customer Experience ROI is value gained by customers plus value gained from customers. “Value gained” means a change happened: —... Read more »
    Source: Lynn Hunsaker – CustomerThink | Published: April 25, 2024 - 11:07 pm
  • 24 Ways 2024 Customer Experience is Smarter: CX = EX (Part 3 of 4)
    Employee experience (EX) goes hand-in-hand with customer experience (CX). It’s like the chicken and the egg: which comes first? Neither. Both rely upon one another for existence. EX and CX are immature fields of practice. That’s true in every industry and nation. We’re still learning and correcting inaccurate assumptions: How... Read more »
    Source: Lynn Hunsaker – CustomerThink | Published: March 7, 2024 - 8:55 pm
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      CX Journey™

    • New CX Journey Inc. Website Launching!
      Image courtesy of PixabayCX Journey Inc.'s site is growing up! I'm so excited to have a new site going live this week! I'm sharing this note as a blog post as it will be my last post on what is currently www.cx-journey.com. A couple of things to note:This site will... Read more »
      Source: CX Journey™ | Published: June 27, 2019 - 1:58 am
    • Agile Working in Practice: More Tips to Help Analytics Teams Transition
      Image courtesy of PixabayToday I'm pleased to share another guest post by Paul Laughlin. This post originally appeared on Paul's site on March 9, 2019.This is the second in two-part series from Paul about agile working. Find the first post in the series here.In my first post on how to... Read more »
      Source: CX Journey™ | Published: June 25, 2019 - 6:33 pm
    • Agile Working for Analytics Teams Needs a Cu​lture Change
      Image courtesy of PixabayToday I'm pleased to share a guest post by Paul Laughlin. This post originally appeared on Paul's site on February 21, 2019.The term Agile working is being used within more and more businesses. Although loosely defined, it generally refers to a more flexible and pacey way of... Read more »
      Source: CX Journey™ | Published: June 20, 2019 - 7:00 pm
    • Is Your Own Management Stalling Your Customer Experience Transformation?
      Image courtesy of PixabayI originally wrote today's post for Forbes. It appeared on the Forbes site on November 14, 2018. I've made some slight modifications since then, as it turned into a two-part series. This is the second in that series; the first part can be found here.In this follow-up... Read more »
      Source: CX Journey™ | Published: June 17, 2019 - 5:43 pm
    • The Secret Sauce to Achieve Outcomes with Journey Mapping
      In today's post, I reveal the secret sauce for journey mapping success. Are you ready?There's a lot of bad press out there about journey mapping. And there's a lot of bad journey mapping (or what people think is journey mapping). A few months ago, I shared my six-step journey mapping... Read more »
      Source: CX Journey™ | Published: June 12, 2019 - 8:49 pm
    • Exposure is What You Die from in the Desert
      If you're a speaker, thinking about becoming a speaker,  an event organizer, or considering hosting an event in the near future, you'll definitely want to read this. And even if you're none of the above, please continue reading. And feel free to share this whitepaper with anyone you believe will... Read more »
      Source: CX Journey™ | Published: June 10, 2019 - 6:04 pm
    • Has Your #CX Transformation Stalled?
      Image courtesy of PixabayI originally wrote today's post for Forbes. It appeared on the Forbes site on October 18, 2018. I've made some slight modifications since then, as it turned into a two-part series.The good news is that you've embarked on a customer experience transformation journey. The bad news is... Read more »
      Source: CX Journey™ | Published: June 5, 2019 - 7:03 pm
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      Blog Archives - Epikonic

    • Does Creatio create a new future for enterprise software?
      The news I had the pleasure of spending two days at the Creatio NoCode Days in the Ritz-Carlton in Orlando, together with customers, partners and some fellow analysts to learn about what is new and to generally learn more about Creatio itself. The event itself showed a very vibrant community... Read more »
      Source: Blog Archives - Epikonic | Published: May 16, 2025 - 9:46 pm
    • AI killed the Platform Star – or didn’t it?
      Do you remember the uproar that Microsoft CEO Satya Nadella recently created about the death of SaaS? Although this is obviously some hyperbolic BS, there is a grain of truth in there. Not the death of a business model, but something that is hidden somewhat deeper. It is about the... Read more »
      Source: Blog Archives - Epikonic | Published: April 18, 2025 - 10:21 pm
    • Nimble goes Marketing
      The news On April 3, 2025, Nimble introduced e-mail marketing capabilities including a template editor to power scalable campaigns and outreach. This new capability empowers businesses to send unlimited, HTML-powered, and trackable emails, enabling large-scale outreach. This can be used e.g., for newsletters, webinars, product announcements, seasonal promotions, and more... Read more »
      Source: Blog Archives - Epikonic | Published: April 7, 2025 - 3:00 pm
    • You think you can’t achieve 100% CRM adoption? Try this!
      During ZohoDay2025 I had the pleasure of having a conversation with Udit Pahwa, CIO of Blue Star Ltd. Blue Star is a nearly 80-year-old company, based in India, which is a leader in cooling solutions for both the residential and commercial market. The company offers a variety of cooling products,... Read more »
      Source: Blog Archives - Epikonic | Published: April 4, 2025 - 2:47 pm
    • LLM Showdown: Comparing ChatGPT, Gemini, and Grok for Automated News Research
      The analyst’s day is full of research. Now, this is the age of AI and AI is here to help, isn’t it? As everyone is talking about copilots and AI agents, why not using the tools at hand to do a little research on research. NB., no one really has... Read more »
      Source: Blog Archives - Epikonic | Published: March 13, 2025 - 12:22 am
    • How to Get From Excel-Mania to Enterprise Reporting
      ZohoDay 2025 offered the possibility for some good conversations with Zoho enterprise customers about their journey with Zoho. Another in-depth conversation I had during this event was with Adrian Castellanos of Selectra. Selectra is a French company that was founded in 2007. It specializes in helping customers, mainly consumers, compare... Read more »
      Source: Blog Archives - Epikonic | Published: February 24, 2025 - 11:12 pm
    • ZohoDay 2025 Brings Enterprise Swagger to the Lake
      Zoho held its annual ZohoDays outside of Austin in the beautiful Horseshoe Bay resort. While this is a good way away from Austin proper, it also gave the opportunity to have long and good conversations with Zoho execs, customers and fellow analysts outside of the conference and meeting rooms. And... Read more »
      Source: Blog Archives - Epikonic | Published: February 11, 2025 - 9:03 pm
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      CRM Switch

    • ERP vs CRM: Understanding the Differences for Your Business
      A high level explanation of what CRM and ERP software does for businesses and the primary differences and benefits of each solution.... Read more »
      Source: CRM Switch | Published: April 27, 2025 - 2:59 pm
    • How CRM Creates Value For Organizations (Aside From The Obvious Ways)
      Realizing value from CRM beyond its total expenses is crucial. Otherwise, why bother investing in CRM? Loading the Elevenlabs Text to Speech AudioNative Player… Creating additional business value from CRM software in ways other than ‘closing more deals’ means understanding its full scope of potential capabilities. It involves identifying areas within... Read more »
      Source: CRM Switch | Published: March 21, 2025 - 8:15 pm
    • Why Manufacturers Need CRM for Collaboratively Selling Engineered Solutions
      Discover how CRM enhances collaborative selling, streamlining teamwork and boosting sales results with improved communications.... Read more »
      Source: CRM Switch | Published: February 25, 2025 - 2:32 pm
    • CRM Readiness Checklist: How to Prepare Your Organization for Success
      Prepare your organization for CRM success with our readiness checklist. Discover key steps, best practices, and actionable tips to streamline CRM adoption.... Read more »
      Source: CRM Switch | Published: February 8, 2025 - 5:24 pm
    • Protecting Corporate Memory with CRM Software
      Corporate memory is the foundation of any business. It holds the critical knowledge, history, and experience that shape relationships with customers, suppliers, and partners. Unfortunately, key details like contacts, customer preferences, deal histories, and internal processes often live in employees’ minds, emails, and scattered documents. Through my digital transformation consulting... Read more »
      Source: CRM Switch | Published: February 4, 2025 - 10:39 pm
    • 7 Reasons Why Companies Are Switching CRM Software
      CRM software should drive business growth, streamline workflows, and provide valuable insights. However, many organizations’ current CRM fails to deliver. This shortfall often leads to inefficiencies, missed opportunities, and frustration across teams.... Read more »
      Source: CRM Switch | Published: November 26, 2024 - 10:31 pm
    • Salesforce vs. HubSpot: The High Level Differences
      Many organizations that go through a Customer Relationship Management (CRM) selection process include Salesforce and HubSpot on their vendor shortlists.... Read more »
      Source: CRM Switch | Published: October 31, 2024 - 2:52 pm
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