Blog: General

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

If you are client-centric, this question may feel irrelevant or even shocking. However, most customers are not supplier-centric. They are running a business to maximize

Clients are the lifeblood of any business, and you probably think about the relationship you want with them. But how much time do you spend

If CRM is an approach to business that focuses on building value in your client base for the future, how can you value each client’s

A valuable client contributes to the profit of your business now, will continue to contribute to it in the future, and introduce others like them. 

By the end of this blog, you will have picked up some ideas of how a CRM system will help you grow your business.  If

What is the difference between a Lead and a Sales Opportunity? I am often asked why CRM’s have both a Lead and a Sales Opportunity