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A successful CRM implementation starts with good preparation. It is a good idea to document the goals and objectives of the small business first and test the system with the users, Sheryl Kingstone, director of the enterprise research group at Yankee Group, told CRM Buyer. "Be proactive," she advise...
When it comes to implementing a new CRM system, small companies have several options. If they have enough resources and experience to devote to the task, they can implement the system themselves. If they choose not to go that route, a third party can be brought in to help them implement it, Craig Kl...
Once a small business finds the perfect CRM solution for its needs, the owner or manager must then negotiate the appropriate legal agreements with the vendor. This can be a daunting task for anyone who is not familiar with the many types of contracts that may come into play with an IT purchase. The ...
Once a small business decides to invest in a CRM solution to replace the patchwork assortment of tools it has been using to manage its information, the selection process can be daunting. A plethora of CRM vendors offering an assortment of features have appeared on the scene in recent years, said Bre...
Ken Jones, cofounder and executive director of Maximo Nivel, an executive language center, knew his company needed a CRM tool as early as 2006. His company was growing fast and using a variety of tools to meet CRM needs, including Outlook. Unfortunately, like many small business owners, Jones was un...
Small businesses frequently rely on a haphazard assortment of tools to manage their CRM processes, such as email, contact managers and spreadsheets. However, such methods are usually not sustainable or scalable. "Their customer data ends up fragmented across 10 different applications and physical lo...
In the past, businesses typically used lists of leads in a type of marketing strategy that Michael Port, author of "Book Yourself Solid," refers to as "interruption marketing." The goal was to get in front of a potential customer, book an appointment, and sell the product. However, that model is ch...
Many small businesses fail to fully utilize automated time-reporting tools or shy away from them altogether. However, once a business starts to reach about 30 staff members, time reporting helps them understand costs, improve efficiency, and focus on the right areas, said Journyx CEO Curt Finch. It ...
Small businesses frequently rely on a haphazard assortment of tools to manage their CRM processes, such as email, contact managers and spreadsheets. However, such methods are usually not sustainable or scalable. "Their customer data ends up fragmented across 10 different applications and physical lo...
Many small businesses fail to fully utilize automated time-reporting tools or shy away from them altogether. However, once a business starts to reach about 30 staff members, time reporting helps them understand costs, improve efficiency, and focus on the right areas, said Journyx CEO Curt Finch. It ...
One business sector weathering the current economic downturn is that of business intelligence. In fact, Hans Hultgren, director of the Data Warehousing and Business Intelligence program at Daniels College of Business, told CRM Buyer that business intelligence is growing and will continue to do so. "...
In the past, businesses typically used lists of leads in a type of marketing strategy that Michael Port, author of "Book Yourself Solid," refers to as "interruption marketing." The goal was to get in front of a potential customer, book an appointment, and sell the product. However, that model is ch...
Companies used to turn to outsourcing during tough financial times. The current global recession, however, has curtailed outsourcing as much as it has other parts of the economy. "Oddly enough, the global recession has hurt outsourcing significantly," said Chad Hahn, principal owner of Hahn Consulti...
Sarah Betesh's career in customer service began in box office call centers at venues such as the Walnut Street Theater in Philadelphia. She moved on to Tickets.com and Vertical Alliance, at one point becoming a call center manager. However, in spite of her success, Betesh left her call center care...
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Omnichannel, Online Consumers Shift to Mindful Shopping Practices
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