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How can uncertainty lead to better business in the future?

CRMSeptember 21st 2020

A CRM-focused blog about sales in 2025 It used to be so simple: a territory, a brand-new box of business cards, and a handshake. Salespeople of yore made do with the simplest tools to deliver decent results; selling a tractor, a clothing line or a dial-up Internet connection is somewhat easier when customers aren’t overwhelmed […]

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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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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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Choosing for a CRM

CRM Solutions: Our Comparative Guide

best practicesNovember 6th 2017

Why the CRM is vital for your customer relationship management?   A CRM solution is a database that centralize, 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 […]

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Shopping for a CRM

CRM Tools: What Not to Forget When You are Shopping for a CRM?

CRMOctober 25th 2017

The concept of customer relationship management (CRM) is not new. For years, organizations of all types have been deploying some type of software designed to better capture customer and prospect data, streamline business processes, and provide greater visibility into the business. However, many CRM products and implementations lack critical components needed to succeed in today’s […]

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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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SalesManagement- Dashboard

CRM Dashboard – The Best Friend of Sales Teams

best practicesApril 20th 2017

What is a Dashboard?   Figures are vital to secure the implementation of any project. They have many virtues: they allow you to anticipate, to pilot, or if needed, to change tack along the way while managing your business. As a company leader, you must have a clear vision of the way awaiting for you […]

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CRM Retention - Solutions Metrix

How to increase your retention rate and decrease your support expenses ?

best practicesApril 3rd 2017

Whatever your business is, your priority is to find new ways to increase your turnover. But many companies focus on new customers without efficiently taking care about existing ones even if it’s less expensive. Why are we focusing more about getting new customers? Ironically, the tendency is going toward an increase of investments for generating […]

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social media and customer satisfaction

How to use social medias to increase your customer’s satisfaction?

best practicesMarch 8th 2017

Social medias : how important it is to use them as communication tools Nowadays, the entrepreneur that created its start-up can use a major asset: to be known quickly and widely through social medias. Some young companies have built their communication and identity around it, with success. LinkedIn, Facebook, Pinterest, Twitter… social medias aren’t a […]

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5 good reasons to invest in a CRM system

best practicesFebruary 23rd 2017

A CRM solution is a database that support centralizing, securing and managing your customer related data. This type of software will help you to structure your business and to increase significantly your performance. As a marketer, you are most probably familiar with a CRM software. If not, you don’t have to worry because we will […]

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Fighting Monsters in your CRM – How to Keep Your Sales Representatives Efficient?

CRMOctober 31st 2016

You have decided to provide a Customer Relation Management tool to your sales team, but you are scared that it will not be accepted, or not be enjoyed at full capacity. Or even worse, that your sales representatives will waste their time to create tasks and reports instead of doing the most important: selling your […]

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