CRM Help – Where Should You Start?

Finding the right CRM system isn’t easy, but we can definitely help you make the process easier. Before you start make sure you read this blog and keep each of these points front of mind, they’ll go a long way towards helping you find the right system for your business.

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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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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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CRM Help – 6 Reasons why your growing business needs CRM – Part 2

Here we are, part 2 of CRM Help – 6 Reasons why your growing business needs CRM. In the previous article, we talked about Relationships, Efficiency and how CRM can help with your growing business. In part 2, we will be going a little deeper into the processes and data that you will need to help your business grow. So, without further ado, here we go.

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