How to create and maintain CRM user buy-in

One of the major stumbling blocks in CRM implementations is getting people to actually use the CRM system. You might have bought the latest, all singing and all dancing bit of CRM software, and you might even have provided your staff with some training on how to use it, but ultimately, what’s the point if no-one uses it in the long run?

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Some do’s and don’ts for exhibition organisers

Exhibitions, trade shows and trade fairs: they all need a team of organisers to focus their attention on exhibitors – not just to sell the physical stand or space, but (more importantly) to engage with them and develop an ongoing, profitable relationship with them. They are, after all, their customers and prospects.  So if you’re trying to sell exhibition stand space at an exhibition or trade show, what should you do in this competitive and changing market? Well, there are some do’s and don’ts, which are outlined in the snakes and ladders style infographic below. 

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What should I expect when asking for CRM advice?

Let’s start with a very old joke: A man is flying in a hot air balloon and realises he is lost. He reduces height and spots a man down below. He lowers the balloon further and shouts: “Excuse me, can you tell me where I am?” The man below says: “Yes, you’re in a hot air balloon, hovering 30 feet above this field.” “You must be a consultant” says the balloonist. “I do,” replies the man. “How did you know?” “Well,” says the balloonist, “Everything you have told me is technically correct, but it’s no use to anyone.” The man

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Infographic: CRM and data migration – what works, what doesn’t

Migrating data into your CRM system can be a straight-forward process if you have the right tools to do it for you. However, if done incorrectly, it could cost you time, money and a lot of aggrevation. This infographic highlights what works, what doesn’t when it comes to data migration. Followed correctly, you will also improve usage of your new CRM system. And it goes without saying – importing clean data is only the beginning; developing an ongoing, long term data quality practice is essential for running a good CRM system. Because the sad fact is that when users stop trusting the

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How to manage CRM data integrity

Accurate data is just one cog in the mechanics of a CRM system, but it’s a very important one: ‘dirty’ data leads to incorrectly targeted marketing campaigns, embarrassed team members and frustrated customers. It is therefore vital that you have a system in place that ensures your data stays clean, relevant, easily accessible and up-to-date. Of course, there will never be a fool-proof method – even the best of us fall victim to human error at times – but following these four steps will help to keep your data in tip-top condition.

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Sales managers: what should they be managing?

In my previous blog I talked about CRM for sales management and the challenges sales managers face; how their role should embrace not only being the best sales manager, but also to motivate other sales people and be a professional mentor. I also covered the challenges in retaining talented sales people. So how can changes in your CRM system help sales managers manage better?

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