15 Proven Strategies to Avoid Spreadsheet Errors in Quoting
In today’s fast-paced corporate world, precise and accurate quoting is essential for maintaining healthy operations and building great relationships with customers. However, the prevalence of…
How Manufacturers’ Reps Can Scale Up in 2024
From finding elusive prospects to navigating complex sales cycles, manufacturers’ rep’s business is anything but easy. However, what if there were groundbreaking solutions to transform…
Why Company Size Matters in CRM Selection?
Selecting the right CRM based on company size is really important for efficiency and scalability. Wondering why? Let me help you understand this further. Just…
How to Shortlist a CRM Vendor
The CRM marketplace is fairly mature, and a lot of the CRM vendors offer the same type of functionality and features, but depending upon the…
Parameters for CRM Application—A Case Study of HVAC Workflow
As a business owner, you try to manually write up your invoices and estimates and send everything over and over, which absolutely frustrating for day-to-day…
3 Most Effective Ways for a Smooth CRM Implementation
As a business owner who is planning to buy and implement a CRM system, facing the common dilemma of whether we should build our own…
How CRM will work with other software: CRM Integrations
One of the most valuable parts of any company is its valuable data, and to keep this in order, their employees switch between different apps over…
How to overcome CRM buying dilemma quicker?
Been procrastinating buying a CRM for your company because of the hectic research and know-how required? Or are you in a buyer’s dilemma, afraid of…
ROI Analysis of CRM—Turn your CRM Investment into Unstoppable Sales
Every dollar invested needs to deliver a measurable return. Think of it like this — your CRM could be a gold mine of insights down…
From Input to Impact—Why Do Stakeholders’ Involvements Matter in the CRM Buying Journey?
A recent study indicates that the successful implementation of customer relationship management (CRM) is not easy and is a complex task. Almost 70% of CRM…