Adopt a CRM: benefits for sales teams

Why adopt a CRM: benefits for sales teams

A customer relationship management (CRM) system is an essential tool for sales managers to keep track of their team’s progress and achieve their targets. If you have worked with one, we bet that you’d never want to go back to Excel files, post-it notes, repetitive tasks and turtle-speed productivity. Indeed, according to Salesforce, companies that

Read more

CRM definition: what is a CRM and how can it work for me?

The acronym CRM is used to describe both a crucial business strategy and the infrastructure that supports it. As a business strategy, Customer Relationship Management seeks to define and organize how a business manages and strengthens its interactions with its customers. Its primary goal is to optimize and personalize the customer experience, resulting in increased

Read more

10 Steps to Successful Email Marketing for Beginners

Email marketing is an effective way of getting and staying in contact with leads and converting them to customers. When compared with other marketing channels, email marketing yields the highest ROI. For example, studies show that that email is 40 times more effective in acquiring customers than social media. In addition, for every dollar spent

Read more

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

Your quick guide to customer engagement

Are you engaging your customers as much as you could be? There are some specific ways you can find out. Customer engagement is a broad topic that speaks to the heart of all marketing efforts. Whenever you are getting your brand message out there, you are trying to catch people’s attention You want them to

Read more

Is e-mail still relevant today?

E-mail may not seem as flashy as it was twenty years ago, but by and large, it is still a very effective marketing tool. It may seem, at first glance, that e-mail marketing has gone the way of the dinosaurs and that there is not a whole lot of growth that you can drive through

Read more

TIP SHEET: How to be read, get clicks and make sales

Are you new to email marketing and wondering what are the best ways to be read, get clicks, and increase your sales? Here are some helpful tips to enable you to take advantage of the best of our CentrixOne email tool. Think first and foremost about your target audience: your customer persona. Determine what their

Read more

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

Get a demo