The right software solutions can be the key to success in today’s business environment. Two of the most essential systems for growing businesses are customer relationship management (CRM) and enterprise resource planning (ERP). Although both systems are vital, they serve different functions and offer unique benefits. This article will explore the core differences between CRM […]
Category: CRM Success
13 Things to Consider When Choosing a CRM
Choosing a customer relationship management (CRM) system is a crucial decision that can significantly impact your business operations, customer relationships, and overall success. Conducting thorough research before making a choice ensures that the system you select aligns with your business goals and requirements. This article will explore the essential factors to consider when choosing a […]
11 Ways to Increase CRM Adoption
Are you looking to enhance how your team uses your CRM system? Unlock the full potential of your customer relationship management (CRM) system with our friendly and comprehensive guide on boosting adoption rates. We’ve compiled 11 practical strategies that will help you increase integration, bringing higher efficiency, productivity, and customer satisfaction to your business. From […]
11 CRM Metrics You Should Be Monitoring
11 CRM Metrics You Should Be Monitoring Customer relationship management (CRM) metrics are essential for businesses aiming to optimize their customer interactions and enhance overall performance. By monitoring these metrics, companies can make informed decisions, tailor marketing strategies, and improve customer satisfaction. Effective use of these metrics can lead to better decision-making, optimized marketing strategies, […]
43 Need-to-Know CRM Statistics for 2024
In 2024, Customer Relationship Management (CRM) will be more important than ever. CRM integration helps firms of all sizes increase their revenue, provide better customer service, and maximize productivity. The right CRM solution also increases the reliability of internal reports, making it easier to identify critical business trends. Many companies want to take advantage of […]
7 CRM Tips for Improved Customer Relationships
Optimizing your customer relationship management strategy is crucial in today’s business landscape. A well-crafted CRM strategy is the backbone of your customer interactions, enabling you to effectively understand and cater to their needs. By optimizing this strategy, you can streamline your operations, enhance customer satisfaction, and boost your bottom line. It empowers you to attract […]
Top 10 Salesforce Tips and Tricks to Increase CRM Productivity
In today’s fast-paced business environment, maximizing the potential of Salesforce is crucial for boosting CRM productivity. Whether you’re a newcomer to the platform or a seasoned enterprise-level user, there are always strategies and tips that can help you make the most of the powerful tool’s capabilities. This article will delve into the top 10 methods […]
What Is CRM Integration? Everything You Need To Know
CRM integration involves seamlessly integrating various apps and technologies with leading customer relationship management tools like Salesforce and Microsoft Dynamics. Creating this cohesive ecosystem empowers businesses to streamline operations, gain valuable insights, and elevate customer relationships. Explore how this process can revolutionize your business processes and drive success in today’s competitive landscape. CRM Integration Meaning: […]
How Artificial Intelligence (AI) Will Change the Way You Use Salesforce
Artificial Intelligence (AI) is rapidly transforming various industries and revolutionizing business processes, and Salesforce, one of the pioneering CRM platforms, is at the forefront of embracing this cutting-edge technology. In this article, we will explore the impact of AI on Salesforce, highlighting its potential and analyzing its future. Understanding AI AI, in simple terms, refers […]
How to Organize Customer Data in a CRM
Properly knowing how to organize data from your customers is critical for the success of any business. The ability to access accurate and up-to-date information about their consumers allows companies to personalize marketing efforts, target sales strategies, and provide exceptional service. To achieve this level of organization, many businesses turn to Customer Relationship Management (CRM) […]
What’s With the Original SFO and Why Are So Many People Still Using It?
On a recent webinar held by LinkPoint360, more than half the organizations present said they were still using the original Salesforce for Outlook. Those organizations also said they planned to stick with SFO until it’s sunsetted in 2023, forgoing migrations to other tools such as Lightning Sync, EAC or Outlook Integration. That’s impressive customer retention, […]
9 Reasons to Consider LinkPoint GoLive
One of the greatest challenges of using new software is getting through the implementation process. Because employees need to get up to speed with the new software, productivity temporarily declines as everyone adjusts to a new way of doing things. Inadequate training, poor after-sales support and concerns about data integrity are just a few of […]
