CRM

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

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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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Salesforce Lightning vs Classic: What you need to know now

Salesforce Classic isn't going away anytime soon, but that doesn't mean you shouldn't be planning your move to the new Lightning UI. Here’s a transition guide for the bewildered.

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Agile Scrumban: the best approach for customer success

An 'Agile Scrumban' solution, a combination of the Scrum framework and the Kanban system, both associated with agile, is ideal for managing customer success.

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The secret to orchestrating your digital mess

As the enterprise tech market expands to include more types of digital experiences, orchestration tools will become the secret sauce to keeping both internal and external experiences cohesive and seamless.

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Future of the workplace is exciting, technologically innovative — and imminent

As long as the demand for “more,” “better” and “faster” continues, the vision for the future will be here before we know it.

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Ecommerce and the importance of staying organized

The tools of ecommerce allow you more control (and profits), but require an investment.

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5 Dreamforce 2017 takeaways to guide your CRM strategy

Dreamforce is the largest single-technology conference in the world, and it’s complete sensory overload. But there are some messages you need to pick up, loud and clear, for your CRM planning assumptions.

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Talkdesk leverages AI to improve inside sales

Talkdesk for Sales is an excellent example of how AI can be used to augment a worker’s skill set and make them more productive.

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How to plan a CRM project that's guaranteed to fail

We all want our CRM projects to succeed, and one way of making a winner is avoiding the characteristics of failed projects. Think of this article as a recipe for disaster and follow none of the advice herein.

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Oracle leverages AI to push enterprise apps as users move to cloud

Ratcheting up the pace of enhancements to its software as a service (SaaS) and platform as a service (PaaS) offerings, Oracle is riding the wave of companies that are ditching on-premises enterprise apps and heading to the cloud.

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What to do when your CRM project fails

Many IT articles discuss how to avoid project failures…which is great, but according to industry analysts, at least one-third of CRM projects fall short. Here, we’re going to explore what to do if you’re in that unlucky 33 percent.

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10 signs your CRM system needs an overhaul

Poor data quality, broken add-ons, and ineffective integrations are just a few of the tell-tale signs that you may need to refresh your CRM system — or scrap it altogether and start anew.

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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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Free Course: Apex for beginners

Want to learn how to code in Salesforce but not sure where to start? Let this free online course be your introduction to Apex.

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