What is a CRM?

3 Minute Read

Whether or not they realize it, every business engages in customer relationship management (CRM). They develop and exercise processes and strategies to grow and maintain their customer base, with activities encompassing the entire customer lifecycle, from lead to loyalty.

Most businesses have some process to manage this lifecycle, often involving artifacts and activities like marketing lists, phone calls, emails, and opportunity pursuits. In smaller businesses, sometimes this process is captured in a collection of spreadsheets, or managed in employee email. Unfortunately, many businesses make the mistake of carrying this approach beyond what it can handle. Enter the CRM system, or what is simply referred to as “a CRM”.

Long ago, people realized that most businesses have the same general approach to the sales process. Most organizations speak the same language when it comes to leads, contacts,…

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The Times, They Are ‘A Changin’

5 Minute Read

It’s not news that the world of technology is changing. Anyone who operates in our society today is very aware of how technology continues to evolve and become increasingly integral to our lifestyle, professions, and even our health. The article below walks through some situations that you may be familiar with and highlights how modern Customer Relationship Management systems (CRMs) are able to enhance typical business operations.

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One Location for ALL your Client or Account Information

The Situation: Sally from Sales is wooing Larry, a new lead, but doesn’t record their multiple calls and emails in the CRM. Mark in Marketing is unaware this conversation is happening, so includes Larry in the next marketing campaign. Larry receives an email asking him to reach out and begin a…

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The Changing Landscape of CRM

6 Minute Read

The following article was penned by our Director of Consulting, Dustin Sitton. It provides a more technical view of how advancements in CRM offerings are changing the way consultants and developers operate.

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Developers Have Been Waiting for This…Or Have They?

The promise of an enterprise application so flexible and easy to use that it eliminates the need for traditional custom software development has been talked about for a long time. Until recently, developers have been asked by businesses, and specific departments, to create custom solutions that this mythical enterprise application would solve, if it existed.

Developers are very familiar with programs that are typically used to create these custom solutions, such as Visual Studio, Eclipse, or notepad++. If you are not a developer and reading this, you may be…

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