CRM
CRM | News, how-tos, features, reviews, and videos
Get Salesforce admin certification on the first try: A 5-day study plan
Salesforce admin certification can't be achieved by rote learning; you need to demonstrate real-world understanding. Here's how to prepare for and ace the exam.
How to develop an effective CRM strategy (and 7 signs you're not ready)
A CRM can give your company a strategic advantage – if, and only if, you tightly conceive and execute your CRM strategy. It’s not easy, but here’s how.
5 CRM trends for 2018
Customer relationships are key to a healthy business. Here’s how organizations are making the shift to holistic, data-driven approaches to improving customer experience.
How to fix your sales forecasting process
A misleading sales forecast impacts all kinds of end-of-quarter decisions, and resources can be wildly misallocated. Running some reports in your CRM system can identify areas of the forecast that are at risk.
SAP on Azure vies with Salesforce on AWS to break data out of silos
Data silos are bad, but strategies differ on the best way to break out of them.
Prepping for Dreamforce 2018: What to do now
Dreamforce is approaching, and the way to get the most out of that week in San Fran is by planning ahead.
3 CRM use cases: Which is right for you?
Let's look at the big three CRM use cases from 50,000 feet so you can see where your organization’s processes and people fit.
What is CRM? Software for managing customer data
Equal parts strategy and technology, customer relationship management (CRM) is about using data to understand your customers—and boost sales.
3 reasons CRM financial analysis always fails
A smart person once said, 'As long as you're asking the wrong questions, it doesn't matter what answers you come up with.' When it comes to making the business case for CRM, the CFO is likely to ask too many of the wrong questions.
Martech spending in 2018: What CIOs need to know
From CRM and business intelligence to chatbots and automation, marketers have spending plans across the marketing tech stack.
The future of CRM
What is the state of CRM and where should CRM tool vendors be going? Here's what CIOs have to say.
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.
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.
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.
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....
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.
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.
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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