Mobile CRM

Legacy CRM systems may obstruct the path to business growth and enriched customer experiences. Modern CRM platforms, with a focus on customer retention and prospect conversion, are no longer optional to achieve business success.

A mobile wallet is an obvious answer for brands who want to seamlessly enroll, engage, and retain loyalty members, with 79% of U.S. consumers in a recent study saying they are more likely to join a loyalty program that does not require carrying a physical card.

Whether Walmart succeeds in winning over its customers could directly impact other retailers to follow suit. Either way, a key factor is collecting their insights.

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5 Ways To Boost CRM Adoption in 2022

How can you maximize adoption from the very start of your CRM rollout? Here are Zoho's top tips, based on more than a quarter of a century of experience.

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Implementation of a New CRM Should Be Easy

What’s the best way to ensure your investment in a new CRM pays off? For a start, the CRM you choose should consist of applications and functions which have been designed from the ground up to work together.

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How To Build the Most Effective Customer Journey

Using data from your CRM and other sources, you can optimize your customer journey, reducing leakage, cutting bounce rates, increasing satisfaction and boosting conversion rates. Here are Zoho’s top tips for effective customer-journey planning and optimization.

Many business owners believe they have done their best by releasing a mobile website or online store. However, more goes into creating a riveting online shopping experience that attracts the right customers, converts casual browsing to sales, and engages shoppers long term so they are drawn to an e-...

The marketing technique called clienteling is used by retail workers to establish long-term relationships with key customers. When applied to e-commerce, the practice is based on having access to data about their preferences, behaviors, and purchases. A relatively new variation of this concept is di...

ANALYSIS

Making Sales Safe for Process

A sales process is a set of protocols that an organization uses to conduct selling. One's process needs not be complex, many organizations settle on processes that have around seven steps. But a sales process that everyone in the organization adheres to is fundamental to that organization's success....

Cultivating repeat customers is a critical necessity in the continuing customer shift to mobile-first interactions for a potential product or service purchase. Digital CX tools help level the playing field by providing SMBs the same advantages put to use by their larger counterparts to solidify the ...

Because they live on the ecosystem of mobile devices, people expect their apps to be user-friendly and instantly accessible. To attract and keep users, apps must deliver a seamless, simple, and intuitive experience. We spoke with experts in the fields of apps and CX to get their take on what makes f...

The post-pandemic era is bringing many changes to how the marketing industry interacts with messaging strategies and how marketers work. Chief among these changes is the technology they use and the frequency with which they visit company offices. But one essential industry staple is not changing. Th...

INSIGHTS

Working From Wherever

It seems the digital disruption is being disrupted. If the original disruption was about leveraging company data to better understand customers and to meet them where they are, the new disruption depends on all that plus supporting worker efforts wherever their lifestyles take them.

With most workers continuing to work remotely, CRM has become an important tool for managing relationship risk. Financial firms have to deal with market and operational risk, consumer retailers have to focus on supply chain risk, and all companies have to keep an eye on economic risk. Relationship r...

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