Category: CRM

The Importance of Customer Data Management in 2023 and beyond

Intro Managing customer data is a critical part of any business, yet it’s often an overlooked area. This is a problem because centralising your customer data, records and contacts in one place is essential for any business that wants to grow and scale. Organising, simplifying and focusing on customer management will help you improve customer… Read more »

Lack of Visibility and Accountability in Sales

Businesses need to track their sales activity if they want to succeed. Without proper visibility and accountability, it can be difficult for a business to determine where sales are coming from, what strategies are working, and what strategies need to be improved or eliminated. In this blog post, we’ll cover the importance of visibility and… Read more »

Closing the loop on customer management

In business, the customer is always king. That’s why it’s so important to ensure your customer management processes are watertight, enabling you to keep customers happy. A big part of this is having a system in place that allows you to track your interactions with current and potential customers. This system is known as customer… Read more »

Using a CRM to get to grips with your data

CRM, or customer relationship management system, is a software application that businesses use to track and manage important customer data. This data can include everything from contact information and purchase history to marketing preferences and demographics. By tracking this data in one central location, businesses can better understand their customer’s needs and behaviours. Additionally, businesses… Read more »

The benefits of automating your customer management

In today’s business climate, the customer is king. That’s why it’s more important than ever to have a solid strategy for managing your customer relationships. The good news is that automating your customer management is a great way to streamline this process and free up your time to focus on other aspects of your business.… Read more »

When Should You Start Using a CRM?

  If you are a small business owner or sales manager who uses Excel to manage your customer data you have probably been told that you should be using a CRM.   For those that don’t know, CRM stands for Customer Relationship Management.   This technology helps you grow your business by improving your efficiency… Read more »

Integrations: Power-ups for your sales team

  The ability to add new functions and software to your CRM can be game-changing, allowing you to scale your system according to your needs and budget. However, choosing a flexible CRM with the right level of support is vital to realising these benefits.    In today’s high-tech B2B world, there is a tool for… Read more »

Make Data the Heart of Your Sales Reports

Sales figures and the success of individuals are useful for determining your team’s ultimate performance. However, they won’t help you identify which stages of your sales pipeline are successful and which parts need attention. To do this, sales managers need a CRM partner that can help them get their data into shape and ensure they… Read more »

How The Right CRM Drives Business Growth

A good CRM system helps you to grow your business by improving the customer experience, drastically improving efficiency and ultimately increasing sales. Storing and tracking all your contacts in one place pays dividends. However, I do appreciate that installing a new system can seem like an onerous task and you need to be confident that… Read more »

Keeping Business Easy In Difficult Times

No-one needs to tell business owners and managers just how difficult life is at this unique moment in time. My business is ‘fortunate’ enough to be able to re-deploy to home working. A unique situation for a lot of people in my business, not so much for me as I’m used to travelling and home… Read more »

Make 2021 Your Data-Driven Sales Year

B2B sales leaders are constantly being reminded how data will transform their sales. And these benefits are set to become even more pronounced thanks to the global pandemic. A recent BBC news article stated that the UK economy could take up to three years to return to pre-Covid levels. Others predict that the country will… Read more »