When a new CRM system is implemented at a company, the way employees are accustomed to working will be changed. Often, they do not see the improvements this system offers in the same way and this will impact their vision that these changes will create. This is the main reason employees resist change and do
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 your CRM is essentially the data entered. Think of
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 purchase cycle. It is therefore important for companies that
With a plethora of CRM’s in the marketplace, how can an SMB choose one that is right for them to help their business grow? You’ve probably heard of complex and expensive CRM platforms that target large companies. Today, more platforms are designed for small and medium businesses that are simple to use, cloud-ready and very
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.
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
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
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
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.”
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
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?
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