What use is a CRM if it’s full of junk data? That’s why you need clean data. Perhaps one of the most important (and sometimes arduous) tasks in running a CRM is maintaining current and clean data in your CRM. That’s why it’s a good idea to implement a ‘Duplicate’ data detection plan!
Do you know how to score your leads? We discuss implementing a lead scoring system. Read More
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
