What is a CRM System
A CRM system is a tool designed to Streamline and enhance your business’s client Relationships. It offers efficiency beyond spreadsheets and seamlessly integrates with tools
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A CRM system is a tool designed to Streamline and enhance your business’s client Relationships. It offers efficiency beyond spreadsheets and seamlessly integrates with tools
A sales pipeline in CRM is a systematic approach to managing sales from the initial interest stage to the final sale. The process can vary
What is the difference between a lead and an opportunity in CRM A Lead is an unqualified opportunity or deal. When a Lead is qualified,
What is CRM When we discuss CRM, we often refer to specific CRM Database Applications like ZOHO, Hubspot, Salesforce, Microsoft Dynamics, and others. These
Why is this an issue It’s a question that often comes up: why do we need lead records in CRM systems? Indeed, many self-implementations of
I am often asked what data to keep in a CRM system. My first reaction seems counterintuitive: To be useful, keep as little data as
AI helps manage client relationships now. However, this is only the beginning. AI may provide the basis for a new type of business: the Intelligent
First some definitions Before we start, here is a word of caution: In my experience, the critical reason that CRM projects fail is that they
Relationship Marketing Marketing beyond customers Not just customers Marketing is often about attracting customers (clients) and generating leads by pushing a message to them
How can you compete on value, not price? We all know that people don’t buy what you sell. They don’t even buy the benefits you
Most businesses are excited by the potential of AI and Machine learning. But many don’t get the results that they hope for. Why, and how
What is the risk of losing clients, and how worried should you be? In previous blogs, I discussed how clients feel about their relationship
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