CRM

Customer Relationship Management (CRM) news, analysis, research, how-to, opinion, and video.

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New purpose-built platforms are ready to leverage the Age of Instrumentation

The information technology industry is rife with tools developed to serve a specific need.

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SAP wants to woo businesses back to its CRM

Woo, not sue: That's SAP's new strategy for dealing with customers that want to access their core ERP data through a cloud-based CRM system.

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10 things you need in a CRM vendor proposal (and 3 you don't)

If you're doing a CRM system conversion, expansion, or initial implementation, there are some things you need to look for — and look out for — in a vendor proposal. We'll help you sort it out.

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CRM and GDPR: 8 points you may have missed

Today is the first day of the rest of your life … or at least of the endless process of GDPR compliance. Your customer relationship management (CRM) and marketing automation systems are ground zero for GDPR issues, but that’s not all....

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10 dirty secrets of CRM

CRM vendors cash in on your hopes for revenue, profitability and collaboration. And it's all true … except for the parts that they leave out. Here are some truths that they won't share but you should understand.

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Building a customer community: 13 critical questions to get started

Salesforce, WordPress, Simplemachines, BB engines…they all have demos for community-building tools that will daze and amaze. But which one’s for you? Don’t go shopping until you’ve answered these questions.

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What is the best CRM software? Key features to look for

Many businesses undervalue the planning that must go into CRM selection and overlook the importance of defining the capabilities and results that will matter most to their organization. Don't be one of them.

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SAP will shut down SAP Anywhere service for SMBs

Two years after its launch, the service had attracted around 30 active customers.

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Deduping in Salesforce: The complete how-to

Don’t be duped by Salesforce.com duplicate records. Deduping seems like one of those routine system maintenance issues, but it’s actually very tricky and there's no undo.

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Best free CRM software, 2018: 7 top tools

Customer relationship management (CRM) software can help businesses foster new sales opportunities and improve internal efforts to organize around key objectives. And with these free tools, CRM doesn't have to be an expensive...

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Integrating your enterprise resource planning system with customer relationship management

Integrating new ERP software with their Customer Relationship Management (CRM) system provides a number of time-saving and data-related benefits.

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Salesforce administrator responsibilities: What needs to be done and when

What does a Salesforce administrator do all day, week or month? Here's the general rundown.

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CRM vs. ERP: What's the difference and which do you need?

Both CRM and ERP systems handle contacts, companies, quotes, orders and forecasts… and they may handle line-item configuration, bundles, delivery schedules and invoices. Where does one start and the other stop? Behold this guide for...

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Implement an agile monetization ecosystem or else

Digital transformation means building your enterprise's agile monetization ecosystem.

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8 CRM implementation best practices

A poor-quality CRM implementation can significantly impact the bottom line. Here’s what you should consider when choosing and rolling out a CRM system to ensure a faster return on your enterprise software investment.

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The battle between ERP and CRM for B2B commerce

Change can be intimidating, and ERP loyalists must either adapt or risk losing market share.

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Leveraging machine learning to get more out of CRMs

Machine learning could be leveraged to capture more opportunities with customer resource management.

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CRM vs. marketing automation: What's the difference and which do you need?

Both CRM and marketing automation systems handle leads, contacts and companies, but where does one start and the other stop? Behold this guide for the bewildered.

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