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CRM and the Entrepreneur: Leveraging Technology to Boost Sales, Retain Customers, and Achieve Business Growth

By | CRM Consulting, Salesforce CRM

While running your own business comes with its own unique set of challenges, managing and maintaining customer relationships is still a must—and this rings true whether you’re a one-person start-up or owner and CEO of a large enterprise. Yet, knowing where to start might prove difficult—there are so many interactions that occur during the day, across a growing number of devices, and organizing them in a way that makes sense—and results in actionable insights—for your business can prove tricky and time-consuming at best.

Thankfully, you don’t have to start from scratch. Customer Relationship Management (CRM) software helps you keep track of new and existing contacts, organizing them all into one centralized location, ultimately taking the guesswork out of lead conversions, project status, sales assignments, and more. However, when successfully deployed, it gives entrepreneurs more than just their sanity back. It also proves an invaluable resource in optimizing team efficiency, boosting sales performance, and streamlining communication efforts business-wide—allowing owners to focus more time and effort into growing the business. Unless you’re in the technology industry, you may not be familiar with all the benefits CRM has to offer. To this end, the Salesforce e-book “The Entrepreneur’s Guide to Finding the Right CRM” may be an excellent resource. In keeping with the e-book, here are some guidelines Salesforce offers for getting your feet wet with CRM: Read More

Online Optimization: Helping Sales Reps Shine in the Era of B2B E-Commerce

By | CRM Consulting, Salesforce CRM

As companies increasingly look to online, e-commerce websites to expand brand reach, traditional job functions such as sales and marketing are shifting to accommodate this new platform—an initiative that rings true for both B2C and B2B companies. Though B2C entities are most commonly associated with online sales, the importance of optimizing a company’s B2B e-commerce website cannot be overlooked, as in a majority of cases, the same elements of engagement are required. In fact, according to a recent industry survey, of120 B2B e-commerce professionals, 80% of respondents either “agreed” or “strongly agreed” that their customers’ expectations followed B2C shopper practices.

To this end, Salesforce offers several tips to help make the process of adopting a B2B e-commerce site seamless and encourage sales reps make the most of every interaction: Read More

Mining for Gold: Data Cleansing Strategies for Maximizing BI Insights and Potential

By | CRM Consulting, Salesforce CRM

There’s a reason it’s called Big Data—the intelligence gathered across the plethora of interactions performed across the Internet of Things (IoT) is massive. While its potential for business transformation is equally huge, sorting through it all can be challenging, especially when integrating information from multiple legacy systems into a centralized CRM portal.

The result? Data integrity often drops, affecting work performance across the enterprise, and while such incidents are risky, they’re hardly isolated. In fact, according to a recent industry survey, 60 percent of IT leaders believe their organizations lack accountability for data quality. Read More

Marketing in the Digital Age: How Powerful Analytics and a Robust CRM Strategy Provide the Data You Need to Stand Out

By | CRM Consulting, Pivotal CRM, Salesforce CRM

Data Marketing Header
In 2012, Gartner Research predicted that by 2017, Chief Marketing Officer (CMO) technology spend would eclipse that of even the Chief Information Officer (CIO), and recently confirmed that we’re right on track to meet this forecast. While marketing and IT have long worked together in some capacity to track campaign analytics and distribute digital collateral among other activities, today’s marketer is tethered to technology at a level never before seen in the field.

The impetus for this change? An empowered and discerning customer base that expects—demands—personalization at every brand touchpoint. Tasked not only with creating and disseminating brand materials—marketers are also expected to ensure those materials are relevant, personal, and appropriate for each recipient—an requirement that can only be met by leveraging technology to extract insights from the enormous amount of Big Data afforded across the Internet of Things (IoT). Read More

The New Network: Leveraging CRM to Drive Stronger Customer Connections & Boost Brand Identity

By | CRM Consulting, Salesforce CRM

CRM New Network HeaderInnovation abounds in today’s technology industry. New releases, product updates, and software versions are making our smart devices smarter, sleeker, and easier to use than ever before. Yet, in our business environments, such ingenuity is useful only to the extent that it strengthens and deepens our customer relationships and brand identity. To this end, the most valuable tools are those that allow employees visibility into key audience metrics, such as purchase history and shopping trends, so they can gather the data they need to ensure they’re not only responding to clients in the short-term, but are fully prepared to stay one step ahead of them throughout the customer journey, always attuned to what’s next on their radar.

Leveraging CRM to create accessible and actionable data is a substantial step in the right direction. By providing one centralized portal for all employees, from marketing to service, to save, store, and share key customer insights and project updates, CRM creates more powerful and personal connections and more tailored campaigns that lead to stronger brand identity and loyalty. In fact, Bluewolf discovered that 53% of Salesforce users who responded to the State of Salesforce report are currently investing in customer engagement programs. Read More

Future-Focused: Web Content and Microsites Personalize the CRM Experience and Boost Customer Engagement

By | CRM Consulting, Pivotal CRM, Salesforce CRM

Consumers today are not only more technically savvy than ever before, they’re also more discerning, seeking out in-depth information on a brand or product before making a purchase decision. In a marketplace driven by digital innovation, staying ahead of the competition means providing shoppers with access to such data, with personalization that appeals to both their individual emotional and rational interests.

CRM Trend Web Content and Microsites Read More

Future-Focused: CRM Systems Help Turn Big Data into Actionable Insights through Robust Analytics

By | CRM Consulting, Pivotal CRM, Salesforce CRM

In last week’s post, we discussed the influx of customer information that’s now available in both online and offline environments thanks to innovation in social and mobile technology. Known as “Big Data,” this knowledge holds a powerful potential to transform operations, fueled by new technologies that make it easier than ever to derive powerful business intelligence insights through robust CRM analytics.

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Future-Focused: Trends for Data and Analytics Mean Deeper Business Insights and Intelligence

By | CRM Consulting, Pivotal CRM, Salesforce CRM

There’s no denying that as technologies become smarter, communities become more connected and opportunities to collaborate become wider. Advancements in mobility, including social and wearable technologies, support an Internet of Things (IoT) that can exchange data at lightning speeds, providing not only a more convenient and accessible way to communicate, but also a rich store of data that can be tracked and analyzed to glean valuable insights into customer preferences and behavior.

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Future-Focused: Geolocation Apps Drive Customer Connectivity and Maximize Potential of Data Analytics

By | CRM Consulting, Pivotal CRM, Salesforce CRM

Last week, we explored the evolving world of crm mobile technology, detailing some of the ways it’s being used to strengthen CRM efforts and bolster customer engagement across devices. As part of our “Future-Focused” blog series, today we’ll take a deeper look at one emerging sector, geolocation applications, and how organizations are using these tools to glean valuable customer insights while driving smarter and more direct campaigns.

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Future-Focused: Transforming Mobile Experiences with Wearable Devices and Geolocation Capabilities

By | CRM Consulting, Pivotal CRM, Salesforce CRM

In last week’s post, we discussed how new technologies are transforming the CRM mobile landscape by affording organizations new opportunities to connect with clients and prospects across a variety of channels and devices. Continuing our “Future-Focused” blog series, today we’re taking a deeper look at the future of mobility, with a focus on designing high-impact user experiences across the customer journey, from browsing to buying.

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