CRM: The technology to guide your business growth

It is that time of year where companies such as Gartner, PwC and Marketo, to name a few, start publishing their thoughts and predictions for the year to come. PwC has released their 23rd annual CEO Survey and the results are fascinating, with Brexit and everything else in the news at the moment it’s easy to see why 88% of UK CEOs are concerned about uncertain economic growth.

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Client profiling for profit within professional services firms

Just how well do you know your clients? Not just the standard stuff required to comply with Know Your Client (KYC) or Anti Money Laundering (AML) legislation. Could you describe your clients? Could you describe them in terms that might help you to find more clients? The answers to these questions lie at the heart of client profiling. The ability to describe an “ideal client” is at the heart of marketing best practice.

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What to keep in mind when project managing a CRM implementation

When it comes to implementing CRM, focusing on the finished product is essential. Knowing the desired benefits and system requirements builds the baseline project plan around an agile approach. So, how does a good project manager ensure that the CRM project is a success?

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A decade of CRM – A look at how CRM has changed over the last 10 years

Nostalgia isn’t what it used to be! The beginning of a new decade feels like the right time for a look back at what has happened to CRM in the teenies. Like any teenager, this was never going to be an easy period of development. The preceding decade has seen the birth of modern CRM systems. The parents (contact management and sales force automation) were proud of the youngster. But then came the tricky teenage years. The awkward times when things change. So what were the highs, and the lows of the journey to maturity?

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Infor CRM – Inputting data from anywhere

Whether your sales team is working in the office or on the road, they will have to be able to access the data in your CRM at all times. From viewing or inserting activity records into their Calendar, or updating opportunities, the ability to access Infor CRM from anywhere is a necessity for any sales team.

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Creatio: The future of BPM & CRM

It wasn’t very long ago that BPM & CRM were completely separate products. You could reasonably expect to integrate the two systems to help complete the single customer view (SCV), a key indicator for CRM software and culture adoption, which in turn is a success indicator on your customer’s behalf.

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What is the best strategy for Data Migration?

New Year, new CRM system? For many organisations considering changing CRM platform, data migration is a major worry. How much, and what sort of data should you move? What is the process for moving data, and how do you ensure that the new CRM system doesn’t start life with the same messy data as the old one?

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CRM in Further Education

At a time where constant competition in the education sector is the norm, further education institutions need to differentiate themselves from their competition to stand out. So, how can they do that? Spoiler: CRM in Further Education. If you are reading this, you are most likely part of an educational establishment – however, tools and techniques employed by the commercial sector can still apply to you. There will be quotas that must be met, organisational challenges to be overcome and competition from other educational institutions.

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