One of the biggest challenges for sales leadership in all organizations is accurately forecasting the amount of upcoming sales. Most organizations have some type of forecasting process, even if it’s as informal as writing down opportunities on a sheet of paper. However, without a system in place, forecasting is usually nothing more than a guess. […]
When you have one resource cataloging all your sales and names and figures and contact information you have a centralized database. This is of huge benefit; particularly when this centralized database is handled by a CRM. They will not only get all the information that you need about your customers they will take things up […]
I often speak with customers and prospects that have a preconceived definition of Social CRM, or more likely, they may have not even heard of it. There is no “official” definition of Social CRM (nor is there one for CRM – other then it means Customer Relationship Management system!), so I will try to elaborate […]
Enterprise Resource Planning platforms (ERPs) are great. However, they are rarely integrated with Customer Relationship Management platforms. Enterprise resource planning (ERP) is the industry term used to describe a broad Clients manage their personal profile, price lists, orders, meetings, payment information, and more directly from your website. By integrating the Client Portal present on your […]
Social CRM is just like the normal customer relationship management except that it uses the social media and technology to interact with the clients. Most companies have found it beneficial. In fact, Social CRM is an approach to engage with your prospects and customers, a strategy using both Social & CRM platforms. We all know […]
