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CRM

Engaging Your Sales Veterans in CRM

Engaging Your Sales Veterans in CRM

Change can be difficult, especially for a seasoned veteran. Whether it’s a sales territory, product line, company structure or even a technology change, your company’s long-time salespeople will not be enthusiastic about adjusting to the use of a Customer Relationship Management (CRM) tool. These seasoned veterans have created a system based on the processes they know and changing that system typically is not a task they enjoy doing.

The Power of the Customer Experience

The Power of the Customer Experience

It’s no longer enough to offer a great product at a competitive price. Global sourcing and sales mean customers have many choices when it comes to buying goods. While a superior product might pique a customer’s interest, it’s their experience working with your brand that will make the difference between a sale and a dissatisfied buyer. A good experience keeps customers coming back. 

Get Your Team to Fall in Love with CRM

Get Your Team to Fall in Love with CRM

The implementation of a Customer Relationship Management (CRM) tool is only as successful as its implementation and adoption. Members of your staff could be resistant to, or hesitant to embrace, the new technology solution. In order to create a strong showing, it is important to get your entire team onboard. Once your team sees the benefits of CRM, they will be more likely to embrace and use it.

The Power of Clean, Quality Data

The Power of Clean, Quality Data

You invested in a Customer Relationship Management (CRM) system and have been diligent in getting the system implemented and adopted across the entire company. However, if your team is not consistently keeping the Lead, Account, Contact, Opportunity and Service Ticket data clean, you are likely missing out on the benefits of having a CRM system to begin with. How?

CRM 2016: Fixing the Activities Subgrid

One problem that users have been facing since CRM 2011 is the discrepancy between what they see in the Activity Associated View for a record and an Activities subgrid included on the form. Someone may log a Phone Call with an Account or Contact as a recipient, but reference a Case in the Regarding field. In this instance, they’ll be able to find it in the Activity Associated View:

 

Knowing as Much as the Customer

Has it ever seemed like your customers know more about your company then your company knows about them? Today’s customer is more well-educated than ever before. It is up to your company to proactively stay informed about your customers if you want to continue to build the relationships necessary for your business to thrive. The tools your company uses to achieve that goal could be the key to success. 

Executive Buy-in to the Customer Experience

For any major investment to become successful, it takes total buy-in from all parties. It is not enough anymore to see each customer as a one-way transaction. The customer-business relationship is about the full 360-degree commitment. 

Customer Experience Management

“If you don’t know who the customer is, if you don’t have the foundation of data and knowledge, you don’t have anything.” – Michael Fauscette

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