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best practices

Do you miss solution explorer?

best practicesOctober 21st 2021

Are you a Dynamics/PowerApps consultant? Are you using the new maker portal ( And by using the new maker experience for solutions do you miss the Object Explorer? Those good days when you had just one window and you were able to navigate through all objects, entities, web resources etc, well let me tell you […]

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categorize your clients - persona

How to Categorize Your Clients With CRM

best practicesJuly 20th 2021

egmentation is about classifying clients according to a precise list of objective criteria. Marketing segmentation helps you to allocate clients in different boxes instead of just one.

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Choosing for a CRM

CRM Solutions: Our Comparative Guide

best practicesMarch 24th 2021

Why the CRM is vital for your customer relationship management? A CRM solution is a database that centralizes, secure and manage the customer relationship-related data. This type of software will help you to structure your activity and increase significantly its performance. As a sales or marketing manager, you most probably already know a CRM software. […]

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Lead Generation —5 Errors to be Avoided

Lead Generation — 5 Errors to be Avoided

best practicesFebruary 26th 2021

As the manager of sales and business development, the lead generation is your daily challenge. To reach your objectives, you are constantly hunting leads that will then need to go through a filter process to qualify them, so you can eventually convert them into opportunities with great commercial value. However, as time goes by, you […]

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“Please hold” – Best Practices for Insurance Providers

best practicesJuly 30th 2020

Have you factored 🎶Muzak🎶 in your customer service offering? Well, if your agents are consistently putting your customers on hold to retrieve profiles over a few different systems and platforms, you should! It is well known that companies are using various strategies to attract, service and retain customers, so ambiance might be a relevant business […]

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TCO CRM blogpost

The TCO of your CRM and its Economical Impact on your Business

best practicesMay 31st 2018

A major implementation project such as a CRM can raise many questions about the economic impacts that this can bring to your business. The calculation of Total Cost of Ownership (TCO) becomes an indispensable tool to calculate the profitability of your project in the short, medium and long term. It is also important to consider […]

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Revenue Growth

Five Revenue Building Habits to Teach Your Sales Team

best practicesMay 23rd 2018

Odds are that your sales team is a rich amalgam of different types of personalities, backgrounds, and experiences. Yet, I’m betting that one thingmost people on your team have in common is that they’re innately driven and always looking for new ways to continue to perform at the highest levels. One of the best things you can […]

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GDPR Data Protection

CRM & GDPR: What the “GDPR” Means for Canadian Businesses

best practicesMay 16th 2018

The General Data Protection Regulation is a control measure that will come into effect May 25 2018 and regulates the collection of data for European residents. However, these new regulations don’t just affect companies in Europe.  In fact, the GDPR will affect any business that processes the personal data of European residents.  Canadian businesses that […]

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Improving the browsing experience of the visitor of your website

Improving the browsing experience of the visitor of your website: the best practices

best practicesMarch 15th 2018

The web is a polyvalent media that meet the needs and goals of all kinds of users. While we are in the middle of the digitalization era, to be online, or not, is not even a relevant topic. Thereupon, the question you must ask yourself is rather “how to be online?” Like the storefront of […]

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Turning Your Website into a Lead Generation Machine

best practicesJanuary 12th 2018

Today’s buyer has virtually unlimited access to information. They have the power to find and discover products at their convenience and direct their own paths to purchase. Buyers mainly do this online, which means that your website has become your most valuable marketing asset. The better you know your customer, the better you can shape […]

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Differences between CRM and marketing automation

CRM Tools: Differences Between CRM and Marketing Automation

best practicesDecember 10th 2017

It’s not always easy to find the way within the wide range of software, between the different approaches and applications of client information systems. In this article we will clarify the nature and the utility of these two main families of software in order differentiate CRM and marketing automation.   The Importance of a CRM […]

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The 7 golden rules of a successful CRM project

CRM Implementation: The 7 golden rules of a successful CRM project

best practicesSeptember 7th 2017

The importance of a CRM system To wonder if having, or not, a CRM system is now almost being an obsolete topic considering the number of assets of having one. In order to increase your chances of success during your project, you better start thinking about “how” : your implementation strategy. However, if you aren’t […]

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