Today we discuss user roles and how they can help you achieve better collaboration within your CRM. Read More
We discuss 5 things to keep in mind when switching between CRM systems. Read More
In this edition of Stuart's Quick Tips, learn how to improve your user adoption through optimal training. Read More
Learn why it's effective to use your CRM to generate email templates for your customers. Read More
It’s time for another Quick Tip from Stuart the CRM Mechanic! Today’s Quick Tip: “Use an analytics tool in your CRM. This feature can help you make better sales and business decisions.” Let’s delve into what this means for you and your business. What is a CRM? A CRM (Customer Relationship Management) is basically a... Read More
Workflow automation in your CRM: Your customer relationship management software is an extremely valuable tool for your business. You can use it to manage contacts, create and send email campaigns, and even track sales data. One of the most important parts of a CRM is workflow automation. Workflow automation in your CRM can help you... Read More
What are the top 10 reasons to keep your customer lists up to date? You might be surprised to learn that up to 50% of customer relationships could end within the first 90 days. That means if you don’t maintain your customer lists, you could be missing out on a lot of sales. Here are... Read More
Starting a new CRM project? It’s a good idea to have a ‘Premortem’ before you start your CRM project. Hypothesize all the things that might go wrong, then work towards solving for those issues. This alleviates surprises after you’ve deployed your solution! Here are some questions that you might find helpful: What type of problems will my... Read More
If you’re moving to a CRM solution ask a very important Red question mark ornament: does the solution require modifications to any of your current business processes? If so, make a list of your current processes and potential impact your new CRM will have on those processes.https://smbdyn.com
