10 signs your company needs a CRM

10 signs your company needs a CRM At CentrixOne, we’re sometimes asked by small- and medium-sized business (SMB) owners if they really a CRM. With such small teams, they figure that they can wing their sales and marketing management with spreadsheets (or worse…sticky notes!), email program or a traditional contact management system. Isn’t a CRM … Read more

Harnessing the power of a CRM beyond contact management

Harnessing the power of a CRM beyond contact management As a small- to medium-sized business (SMB) owner, what does contact management and customer relationship management (CRM) truly mean to you? Naturally, one of the first (and justifiable!) reasons why, as an SMB, you want to acquire a CRM solution is to regain control over (read: … Read more

The ultimate checklist for accountants and bookkeepers to choose the right CRM for their firms

The ultimate checklist for accountants and bookkeepers to choose the right CRM for their firms As mentioned in our previous blog post, a customer relationship management (CRM) solution is an excellent tool to help accountants and bookkeepers maintain and grow their clienteles. However, no CRM is created equally, and the CRM market can be a landscape … Read more

Top 5 reasons why accountants and bookkeepers need a CRM

Top 5 reasons why accountants and bookkeepers need a CRM Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand. However, a CRM can be an effective business … Read more

5 reasons a CRM will help you grow your business

5 reasons a CRM will help you grow your business If you’re an entrepreneur, small business owner or sales director, you know that customer relationships are at the core of a company’s success. That being said, getting the right tools for your sales and marketing team to help it be more successful is certainly easy … Read more

How a lack of a sales process is killing your CRM ROI

How a lack of a sales process is killing your CRM ROI As the owner of a small- or medium-sized company, investing in a customer relationship management system probably seemed like great business sense to support your sales growth. But did you know that the success of implementing a CRM depends a good part on … Read more

Tips to choose the right CRM – Part 1

Tips to choose the right CRM – Part 1 The business world is changing rapidly and today’s businesses must have the right tools to be competitive and not only maintain their level of profitability but also to meet their growth goals. Today’s customers are much more demanding and independent than in the past during their … Read more

Tips to choose the right CRM – Part 2

Tips to choose the right CRM – Part 2 The company’s management needs to track performance and have a vision for short and long term growth. Here are the elements to consider for addressing these objectives. For Management Dashboards and Analytical Reports: Does the CRM provide the reports required by management? The information you see in … Read more