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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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
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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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
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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 »
  • “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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
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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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
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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 »
  • [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 »
  • 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 »
  • [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 »
  • [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 »
  • 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 »
  • 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 »
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    CRM Software Blog | Dynamics 365

  • Enhance Dyanmics 365 Customer Service with Omnichannel, Virtual Agents, and Copilot
    Regardless of industry, the business landscape has become increasingly competitive. The deciding factor between you and your competitors may well be the level of customer service you provide. Customers now […] The post Enhance Dyanmics 365 Customer Service with Omnichannel, Virtual Agents, and Copilot appeared first on CRM Software Blog... Read more »
  • Webinar - Elevate Dynamics 365 CRM Document Management and SharePoint Security with new features!
    Join us for an exciting webinar where we'll unveil the latest features of SharePoint Security Sync and Attach2Dynamics. This is a must-attend event for anyone looking to enhance their document […] The post Webinar - Elevate Dynamics 365 CRM Document Management and SharePoint Security with new features! appeared first on... Read more »
  • UPCOMING WEBINAR: Leveraging Data Quality App for Manufacturing Success
    Take part in an exclusive webinar about how data quality impacts manufacturing success! Don't miss out on this opportunity to learn: ✅ The impact of data quality on manufacturing success […] The post UPCOMING WEBINAR: Leveraging Data Quality App for Manufacturing Success appeared first on CRM Software Blog | Dynamics... Read more »
  • VideoNew features in Dynamics 365 CRM DeDupeD app to Detect, Clean and Prevent Duplicate Data!
    While Dynamics 365 CRM provides built-in duplicate detection rules to help manage duplicate records, these rules may not suffice for complex scenarios. For example, they may only prevent duplicates during […] The post New features in Dynamics 365 CRM DeDupeD app to Detect, Clean and Prevent Duplicate Data! appeared first... Read more »
  • Will Copilot replace Power Pages developers?
        Microsoft Power Pages is a low-code, secure, enterprise-grade platform for creating, hosting, and managing modern external-facing business websites. It is part of the Microsoft Power Platform family, which […] The post Will Copilot replace Power Pages developers? appeared first on CRM Software Blog | Dynamics 365. Related posts:... Read more »
  • Visual Solutions: The Power of Visio in enCloud9’s Customization Approach
    In today’s dynamic business environment, staying competitive demands constant evolution of processes. At enCloud9, a prominent business consulting firm, the intricacies of process improvement are a focal point. Brian Begley, […] The post Visual Solutions: The Power of Visio in enCloud9’s Customization Approach appeared first on CRM Software Blog |... Read more »
  • VideoLearn How to Pin Frequently Visited Items For Future Use in Dynamics 365
    Learn how to return to a frequently visited item in Dynamics 365 and how to pin it for future use. Transcript This is Steve Pestillo from P2 Automation. In this […] The post Learn How to Pin Frequently Visited Items For Future Use in Dynamics 365 appeared first on CRM... Read more »
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    Lynn Hunsaker – CustomerThink

  • 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 »
  • 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 »
  • Customer Experience ROI Handbook: What is CX ROI?
    What is Customer Experience ROI? This is a question with a hundred different answers, inaccurately. It’s not that complicated, but CX ROI advice is typically based on: — Inside-out viewpoints rather than outside-in perspectives. — A portion of customer experience management (selling, referrals, service, etc.). Let’s get clear definitions for... Read more »
  • 24 Ways 2024 Customer Experience is Smarter: CX Metrics (Part 2 of 4)
    CX Metrics are a big part of new CX wisdom for 2024. In the past year, at least 24 new discoveries were made in the immature field of Customer Experience Management (CXM). As I write and talk about CX (Customer Experience), CS (Customer Service and Customer Success), and CXM, I... Read more »
  • 24 Ways 2024 Customer Experience is Smarter: CX Value (Part 1)
    What do you know today that was unknown to everyone a year ago? In an immature field like Customer Experience Management, there are plenty of new things to discover! When I’m writing, presenting, teaching, and discussing customer experience (CX), I often realize a new CX truth. Here is the first... Read more »
  • What’s Your Insights Utilization Rate? 24 Ways to Boost 2024 CX ROI
    When you visit the NASA museum, you see extensive data usage guiding stellar results, admirable safety performance. and earth-shattering discoveries. DATA. It guides smarter choices, spurs course corrections, inspires fresh thinking, and proves value. In customer experience, how well are we using data? Could we use it better to achieve... Read more »
  • How 4 CX Metrics Drive 20 Growth Metrics
    Concentrate on just 4 CX metrics and you’ll see greater progress in more than 20 growth metrics. Precedents for this approach include fitness, student performance, and most things in life. For example, in fitness, instead of miracle pills or constant weighing or Spanx®, it’s best to focus on calories eaten,... Read more »
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    CRM Buyer

  • The Broad Scope of AI Implementation for Enhancing CRM Efficiency
    SAS Head of Martech Solutions Marketing Jonathan Moran shares his insight and lengthy experience integrating various forms of AI to improve CRM efficiency. The post The Broad Scope of AI Implementation for Enhancing CRM Efficiency appeared first on CRM Buyer.... Read more »
  • Turning Point
    We’re at a turning point in business, technology, and society, and I don’t think there’s been anything quite like it since the 1960s. What impresses me so far is how stately this revolution has been. If you think these days are chaotic, all I can say is you should have... Read more »
  • Bigeye’s Dependency-Driven Monitoring Boosts Reliability of CRM Data
    Bigeye's new Dependency-Driven Monitoring platform is a data observability solution that allows enterprise data teams to see more trustworthy results from their CRM systems. The post Bigeye’s Dependency-Driven Monitoring Boosts Reliability of CRM Data appeared first on CRM Buyer.... Read more »
  • AI-Human Collaboration and the Future of Customer Service
    The battle between bots and humans raged for years in customer service. Now, it seems that many American workers are embracing the benefits of AI. The post AI-Human Collaboration and the Future of Customer Service appeared first on CRM Buyer.... Read more »
  • Salesforce Enhances Field Service
    I am seeing a pattern. Last time I looked at how Oracle’s generative AI is integrating into a variety of front- and back-office work areas like supply chain, HR, and, of course, CRM. Today, I want to examine Salesforce’s recently announced AI enhancements for its Field Service Suite. The pattern... Read more »
  • Oracle’s 50 New Gen AI Apps
    Oracle has announced 50 new generative AI apps for its application suite that embed into existing business workflows across finance, supply chain, HR, sales, marketing, and service, as well as an expansion of the Oracle Guided Journeys’ extensibility. It seems like good stuff, but it also neatly demonstrates how you... Read more »
  • Mastering AI-Powered CRM Puts Onus on Vendors To Get It Right
    Today’s challenge for CRM vendors lies in simplifying the adoption of sophisticated, out-of-the-box AI models over the complexities of DIY projects, which can be daunting. Simplification is crucial, as AI-powered CRM platforms are revolutionizing how businesses deliver customer experiences. The post Mastering AI-Powered CRM Puts Onus on Vendors To Get... Read more »
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    Bodine & Co.

  • Cyber Monday Sale: Save on CX Training & Coaching Through December 9
    It’s Cyber Monday, and that means savings! Keep reading for four customer experience training and coaching offers to accelerate your CX and EX initiatives — and drive value for your organization — over the upcoming year. Now through Friday, December 9, 2022: Save $1000 on lifetime access to our Journey Mapping Master Class &... Read more »
  • Customer Engagement: From Core Competencies To Business Outcomes
    Pop quiz! What does it take to deliver effective, coordinated cross-channel experiences in today’s business landscape? If you answered “data,” you’re not alone. In a recent survey of 1500+ marketing leaders, customer engagement platform Braze found that three of the top four challenges that marketers face related to customer engagement... Read more »
  • Virtual Journey Mapping Bootcamp: May 2022
    Hard-hitting content. Sessions that fit into your workday. Our two-part virtual bootcamp delivers a practical primer on journey mapping that you can immediately put into action for your organization. Part 1: Introduction to Journey Mapping This introduction will help you build a solid understanding of the journey mapping methodology and how you... Read more »
  • Catch Up On Our Most-Read (And Must-Read!) Posts From The Past Year
    Every year I look back to see what blog content our readers have been most drawn to over the past year. It’s always interesting to see which new posts catch people’s attention (like #9 and #5 on the list) and which older posts (like #8 and #2) remain as enduring... Read more »
  • Reimagining CX To Drive Real Human Connection
    Recently, I was emailing with an online retailer about an item I wanted to return, and the message in their email footer struck me: “Please be kind to our team — it’s important for us to have real humans on our support and not bots. I promise all we want... Read more »
  • Customer Experience: How To Get On The Superhighway To Business Success
    Here’s how I define customer experience: It’s your customers’ thoughts, emotions, and perceptions about their interactions with your organization. These words — thoughts, emotions, perceptions — sound touchy-feely. Fluffy even. And because of that, many execs and organizations still dismiss them. But here’s what innovative organizations understand: Customer experience is the... Read more »
  • The Happiest Employees of 2021 — And Their Connections to Customers
    As I looked at Comparably’s recent ranking of the 100 companies with the happiest employees in 2021, something struck me: In one way or another, many of top-scoring companies have a strong focus on customer experience. Top ten winners in the large company category include: Peloton and Zoom, two companies... Read more »
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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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
  • 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 »
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    Blog Archives - Epikonic

  • How to assess your AI readiness with 50 questions
    By now, everyone has recognized that we are in an AI hype. Again. It is probably the fourth since Joseph Weizenbaum developed the famous ELIZA, a natural language processing program that was intended to explore communication between humans and machines. In the early nineties we saw another wave when we... Read more »
  • How Zendesk builds the future of AI-powered service
    The News On April 15 to April 18, 2024, Zendesk held its annual Relate event, including a half day analyst track on April 15. The event was attended by around 1,600 customers, partners and analysts. It was about Zendesk’s strategy, which revolves around – no surprise here – AI to... Read more »
  • How to zohotize a global business
    About two years ago, I had the pleasure of speaking with Elie Katz of National Retail Solutions, NRS, about how he and his team “zohotized” NRS. During this year’s ZohoDay24, I was happy enough to continue this conversation with Rene Selemi, director of retail operations at IDT Corporation, the parent... Read more »
  • The power of a great customer – vendor relationship
    As part of my series of customer interviews, I recently had the chance of speaking with Keith Cooper, vice president of customer experience at Bergen Logistics. Bergen Logistics is a global third party logistics provider, based in North Bergen, New Jersey. It primarily serves the luxury fashion and home goods... Read more »
  • What the heck is customer experience?
    What the heck is customer experience, and who is responsible for it? These are two very good questions, for which I, myself, have some very distinct answers. Let’s start with them, before I dive deeper into that topic with Praval Singh, VP Marketing for Customer Experience at Zoho, who –... Read more »
  • You are only as good as your customer remembers
    As you know, I am very interested in how organizations are using business applications, which problems they do address, and how they review their success. In a next instance of these customer interviews, I had the opportunity to talk with Melissa Gordon, Executive Vice President, Enterprise Solutions at Tidal Basin... Read more »
  • The ABC of Zoho AI
    During ZohoDay24, Zoho amongst other topics, gave some insight into how the company looks at AI. Raju Vegesna presented Zoho’s AI vision and progress. Additionally, I had the opportunity for a one on one with Zoho’s director of AI research, Ramprakash (Ram) Ramamoorthy. If you want to listen and watch... Read more »
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    CRM Switch

  • Digital Sales Rooms: The Promise and The Challenge
    A Digital Sales Room (DSR) is a landing page where a salesperson can share timely and relevant digital assets — personalized videos, presentations, and product brochures — with specific prospects and customers. Several vendors offer this capability, also known as ‘microsites.’ For some vendors, DSR is the core offering; for... Read more »
  • Using Video for Sales to Engage Prospects and Customers
    Video is an under-utilized selling tool. A well-crafted salesperson-generated video can educate and engage a prospect or customer more effectively than a text email. The video-selling platform vendors have been espousing this for years. Unlike a phone call or an online meeting, video communication is asynchronous, meaning that content can... Read more »
  • Why You Need a CRM Usage Policy
    Does your company need a CRM Usage Policy? The answer is unequivocally ‘Yes.’ Unless you operate as a small entity where daily close-knit interactions are the norm, a CRM Usage policy can save you from many headaches. The Outcomes You Want to Avoid When implementing a Customer Relationship Management (CRM)... Read more »
  • The Types of CRM Consulting Roles: What You Need to Know
    ‘CRM consulting’ is often regarded as a monolithic service. However, this service is more than just one thing delivered by one person. Implementing a customer relationship management system is a complex process that requires many levels of planning, focus, and execution. It also involves a variety of internal and external... Read more »
  • Applying the IKEA Effect to Your CRM Project
    The IKEA Effect can positively impact the success of your CRM project. This post will teach you about the effect and how it applies to business software projects. It’s not advisable to spring the following on certain long-time or influential employees: “We’ve implemented a new CRM system. Your login will... Read more »
  • A CRM Process: From Awareness to Loyal Customer
    A mental framework of a CRM process can help guide your CRM planning efforts. One of the dictionary definitions of process is “a series of actions or steps taken to achieve a particular end.” There are several definitions of a CRM process. Our perspective of the CRM process is: The... Read more »
  • CRM Data Quality: Preventing Problems Before They Start
    Data quality in CRM is not just a technical issue — it’s proper business process definition and user adherence to agreed-upon standards. Erroneous and incomplete CRM data costs time and money. Good data can help secure new business and retain existing customers. Another form of data quality is architectural —... Read more »
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