Do’s and don’ts when managing sales opportunities with CRM

If your business development team doesn’t have a data driven culture, it’s easy to get overwhelmed when reviewing your team’s sales opportunities in CRM. For example, you might think – why are there open opportunities which are expected to close in the past?! Why are there 3 copies of the

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The importance of user feedback for CRM projects

Over the years we’ve talked about how CRM isn’t a destination, it’s a journey – that should grow and develop over time as your company adjusts to internal and external changes. What makes this journey fruitful will depend largely on how your CRM users are actually using

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CRM Implementation Guide – Communicating with Stakeholders

If your organisation is looking to implement a new CRM system, and you’ve considered the technical and infrastructure requirements, what else is needed to ensure the project succeeds? We would suggest that this where soft skills and people come in. It’s the processes which, over time, are

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How to create happy customers for life with Customer Success

With the alarming statistic that is costs 5 times as much to attract a new customer than keep an existing one, Customer Success is something all businesses should be looking into. So what exactly is Customer Success? According to the Customer Success Association, Customer Success “is a long-term,

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CRM training videos

97% of marketers revealed that video has boosted user understanding of their product or service. Video is seen, almost unanimously, as having the ability to help users understand products and services. So says Wyzowl in this year’s annual report ‘The state of video marketing’. The survey also

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