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

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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

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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

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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.

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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

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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?

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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

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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

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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

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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

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