How to reduce risk when choosing & implementing CRM

For many businesses, Customer Relationship Management, as a strategy, is considered the pinnacle of successful, sustainable and profitable long term operation. Effective execution of this strategy is supported by a piece of software to manage people, processes and business insights. But in a world of increasingly complicated technology, millennials flooding through the gates and every man and his dog offering to sell you software, how do you reduce the risk involved in selecting and using CRM to your advantage? Your CRM partner If you’ve been reading our blogs for some time, you’ll know this is a common theme. For CRM

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How to improve client retention with CRM

For anyone in sales and marketing, and especially for business founders, client retention is always a focus, so here are 4 facts that should change your CRM system forever. Acquiring a new customer can cost five times more than retaining an existing customer Increasing customer retention by 5% can increase profits from 25-95% The success rate of selling to a customer you already have is 60-70% The success rate of selling to a new customer is 5-20% With such compelling numbers it’s hardly surprising that companies are focussing like never before on retaining customers. On the whole, it appears to

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9 steps to successful CRM implementation

What does ‘a-ha’ mean to you? For me, it’s two things: (1) a great Norwegian soft rock band from the 1980s, and (2) an easy way to remember the 9 steps to successful CRM implementation. The steps form a cycle following the first 8 letters of the alphabet, ‘a-h’, then back to ‘a’ again:   The 9 steps focus on the fact that a successful CRM implementation is a workforce transformation programme and not just a technology or IT project. So here are my 9 steps:

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Pros and cons of CRM Outlook integration

In this brave new world, it makes sense to record emails into CRM systems, and because the email tool of choice in most companies is Microsoft Outlook, let’s look at the pros and cons of integrating it with your CRM system. There was a time, not so long ago, when buyers and sellers could actually talk to each other. Incredible as it sounds, people met and spoke, face to face, or talked on the phone. Questions and answers flowed backwards and forward in real-time. Body language was read and buying signals evaluated. Thank goodness we now have email to hide

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How to make the most of CRM consultants

CRM consultants can provide insights and knowledge that will help you realise your CRM vision. The best will have relevant and recent experience of CRM projects and will guide you away from the pitfalls and expensive errors. Working with your team, they will transfer the skills you need to assure long term CRM success. But over time, when many of us get “sick of the experts”, here are our top tips on getting the most out of your CRM consultants.

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Cheap CRM – but what are the hidden costs?

Did you know that there are companies who offer FREE CRM? That’s right – in a market where top vendors have combined sales measured in billions of dollars, there are companies who can provide CRM for FREE. If you are considering CRM for your business, where does FREE CRM fit?

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When is bespoke CRM the only option for your business?

If your search of the CRM software market has so far failed to identify a product that exactly meets your needs, then a bespoke CRM solution might be just the ticket. How do you ensure that bespoke doesn’t automatically mean expensive? The key is to identify how bespoke CRM beats Customisable Off The Shelf (COTS) CRM in addressing your needs.

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I’ve been asked to research CRM options – where do I start?

Whether you’ve used a CRM system before or not, you may find yourself in the challenging position of investigating options for a CRM platform. But it’s so difficult! How do you start to understand the plethora of systems available, and why some could be more suitable than others? Although there are many things to think about, here are some pointers that will hopefully help lift the fog of confusion during your investigation.

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Top 5 considerations for business owners when choosing CRM

In this article, as the title suggests, we give you our top 5 considerations for business owners when choosing CRM. For owners of small businesses, 2019 is looking like a challenging year. The news is full of local, national and international stories that seem to throw up challenges on a daily basis. Before succumbing to feelings of despair, it’s worth recalling what makes your business special and unique. Keeping focussed on your business and what you are offering is a sure-fire way of maintaining momentum. It also helps in selecting tools that can take you to the next level of

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