Category: CRM

The Ultimate Guide to Leveraging the Benefits of Client Relationship Management in 2023 and Beyond

As a business owner or manager, you already know that maintaining strong client relationships is critical to your success. But are you doing all you can to manage and nurture those relationships effectively? If you’re not already using a client relationship management (CRM) system, you could be missing out on some significant benefits. CRM software… Read more »

The Importance of Customer Data Management in 2024 and beyond

Intro to Customer Data Management Managing customer data is critical to any business but often overlooked. 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. In this exploration, we will also delve into the best customer database software… 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 »

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 »