Building your pipeline or funnel to boost your online sales

If your online sales have lagged behind the goals that you have set for yourself, you may need to rethink the strategy that you are implementing to drive them in the first place. Unless you are approaching your sales strategy in a directed and focused manner, you are going to continue to miss the mark. … Read more

Categories CRM

IBM’s Design Thinking approach: How it can help a SMB implement a CRM

Recently, the CentrixOne CRM team participated in an event called Connexion. Held by Les Affaires and Telus in Montréal, the two-day convention was filled with over 40 conferences and a multitude of workshops about today’s digital transformation and its impact on businesses’ growth and future.One especially compelling talk was given by IBM on its Design Thinking approach. … Read more

Accountants & bookkeepers: Today’s trusted business advisors

While accountants and bookkeepers have always been go-to partners for SMBs for accounting and taxes as well as audit preparation and compliance, today’s competitive market is transforming the role financial professionals play in their clients’ business growth. Today, accountants and bookkeepers are becoming trusted business advisors. According to the International Federation of Accountants (IFAC): “accountants … Read more

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 a complicated and costly endeavour to undertake? … Read more

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: centralize and cleanse) all the contact information that is … Read more

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 of seemingly complicated features, lengthy and costly implementations, elusive ROI, buzzwords and technical “mumbo jumbo.” … Read more

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 tool for accountants and bookkeepers to better achieve their firm’s … Read more

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 to agree with. But there is a plethora of systems … Read more

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 whether or not it is aligned with your overall sales process? Just … Read more

Looking for more results? Start targeting your messages to your audiences

When developing a demand generation program, you may have the best intentions in mind but often skip building a solid foundation for lack of time. Defining your target audience is THE primary element of your planning and design phase and considered critical to your success because it will impact downstream the messaging, content and tactics. … Read more