Top CRM trends for 2022

It’s that time of year again. Time to reflect on the year past and consider the future. If 2021 began our recovery from the trauma of the pandemic, then 2022 will challenge businesses to go further and faster than ever before. The trends we identified last year were: – CRM’s increasing role as a system of record Vendor consolidation in the CRM market The emergence of low code application platforms Using CRM to differentiate and delight customers Making 2021 a bumper year for predictions coming true. Unfortunately, it increases the challenge of ensuring this year’s crystal ball is equally prescient!

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No-Code CRM and the digital skills gap

On Friday 12th November 2021 I delivered a speech to attendees of the Creatio No-Code Revolution – a series of discussions and thought leadership sessions on the topic of No-Code CRM in business. The 20-minute YouTube video of the speech and a 3-minute synopsis were published the following week under the title “How a No-Code CRM platform can help improve customer experience”.

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How a No-Code CRM platform can help improve customer experience

I had the pleasure of delivering a practical speech with this title at the Creatio No-Code Revolution, part of their ‘Accelerate’ series of online global events. The title ‘How a No-Code CRM platform can help improve customer experience (CX)’ made it easy to break the speech into logical sessions (No-Code, CRM, CX), however, the underlying theme of the speech was the three key aspects of successful CRM and CX … process, process and process.

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CRM is a Given – Low-Code/No-Code is how you stand out

If you’re reading this blog, you probably know a little bit about CRM and how it can help your business. CRM has been around for decades now and has grown and evolved over the years, from the Rolodex to spreadsheets to entire tech stacks that have everything from accounting, marketing, and sales software all in one. What’s the next step? Low-Code/No-Code.

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How to identify your ideal customer with CRM

Here’s a question for you – when you think of your ideal customer, what image pops into your head? Does one specific customer come to mind? Several different types of customers? Or, perhaps, nothing at all? When you sit down for business planning sessions it can sometimes feel like this question relies too much on guesswork and not data. Well, this is the blog for you!

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What do you need to consider with the data in your CRM?

We originally wrote a blog on this in 2011 (How to Implement CRM – Top Data Considerations) and figured it was about time to give it an update. So, one of the most, if not THE most significant factor when it comes to any CRM is the data stored in it. The basics of it are – the value of any CRM system is in the data contained within it.

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6 CRM Best Practices to use in to 2022

What a year we’ve had! We’ve still got a little bit to go, but as the days get shorter, I’m painfully aware that 2021 is almost over (where did it go?!) and that my Q1 2022 marketing plan needs to be finished and ready so that we can start the year running. The end of the year marks the perfect time to have a look at your CRM and think about how it’s performed over the year and where things can be improved.

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Maximizer – Opportunity Report Fix

Maximizer has created some excellent Excel report templates which offer a comprehensive analysis of your Address Book, Opportunity and Customer Service records. The Opportunity reports in particular are a fantastic method of analysing your Sales to date as well as your pipeline, with several pre-set pivot tables and charts – and if you like, you can also design your own!

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How much does CRM actually cost?

You’ve probably ended up on this blog because you’re struggling to find out how much a CRM system will actually cost your business. At times it can feel like trying to find the end of a rainbow. In the world of CRM, prices can vary massively, from free but limited to bank-breaking but with all the bells and whistles. So, how much does CRM actually cost?

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Channelling the Power of Low-Code/No-Code

Low-Code/No-Code tools have the power to completely transform a business, but to understand how, it’s important to get an overview of what these tools really are. The defining characteristic of low/no-code is in the name itself – these tools allow you to develop software by taking away most or all the hard-coding aspects. Essentially by simplifying the coding process and turning it into an intuitive, modular process, low-code and no-code tools offer a more agile alternative.

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