Service Management, Mobile

5 Ways Automated Field Service Solutions are Changing the Game for Technicians

June 17, 2020

Field service technicians are an important lifeline to revenue growth. So, how can these talented technicians do more, do it faster, and do it better?

Continue reading
field service automation
HubSpot, Marketing

The Top 5 Prospecting Strategies I Learned from HubSpot

June 10, 2020

In this post, I will share the top five prospecting strategies I learned from HubSpot's Pipeline Generation Bootcamp in the hopes they will help you, too.

Continue reading
person writing next to laptop
Medical Manufacturing, Pharma

Has Healthcare IT Finally Caught Up to Other Industries?

June 9, 2020

In the wake of tech advancements such as a growing healthcare IT market, has healthcare finally caught up to other industries?

Continue reading
healthcare IT
Security

IT Security Consultancy: Securing Your Small Business

May 20, 2020

Small business owners are extremely vulnerable to cybersecurity threats. Company managers need to protect their assets by hiring IT consultants and implementing top data protection practices. The post below is a review of the ways IT security consultants help SMB owners build infrastructures, as…

Continue reading
Person hacking
Business Strategy

5 Tips On Making Your Business Processes More Scalable

May 18, 2020

Few companies start big. If you want your startup or SME to grow, you must begin with a scalable business model and invest in the kind of technology that supports growth without adding to cost.

Continue reading
scaling your business
Email Marketing, Marketing Automation

Push Notifications Vs. Email: Which is a Better Lead Generation Channel?

May 14, 2020

Both email and push notification have proven effective for lead generation. However, digital marketers must use distinct communication strategies with each.

Continue reading
email and push notifications
HubSpot

Using Website Chat for Lead Conversion

May 1, 2020

Let’s look at how chat influences lead conversion and customer experience. Then, we’ll lay out a few tips and best practices to consider.

Continue reading
Website Chat
Sales, Tips and Tricks

Learning From Lost Sales & Tips for Preventing More

April 20, 2020

Businesses and consumers are tightening their purse strings and they navigate the uncertainties of each day. In such an unprecedented time, what can we learn from lost sales? What can we alter or adapt to speak to the moment and keep prospects engaged in the buying process? In this post, we’ll…

Continue reading
tracking lost sales
Marketing

Shifting Your Marketing Strategy During Coronavirus

April 3, 2020

I’ve been reading through a lot of articles about marketing during COVID-19, and there are two major themes weaved into every one: reevaluate your messaging and shift your communications to digital. Rather than simply stating what needs to change in the general sense, I’d much prefer actionable,…

Continue reading
shifting marketing coronavirus
Creatio, Tips and Tricks

How to Remove the Feed Tab in Creatio

March 31, 2020

In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.

Continue reading
Creatio tips
Business Strategy, Tips and Tricks

Top 7 Business Strategies to Manage the Looming Recession in Coronatimes

March 27, 2020

With mass shutdowns becoming the new norm, coronavirus-led recession is right at our door. So, no matter what, businesses all over the world will have to really roll up their sleeves and work on their do-or-die strategies if they ever wish to recover from this downturn, which is being considered…

Continue reading
Business Strategy

How Coronavirus Will Affect Your Sales Process – And What You Can Do About It

In this blog, we’ll discuss the effects of Coronavirus on the sales process and sales reps, and then we’ll outline some strategies for navigating the evolving landscape.

Continue reading...

CRM Selection, CRM, Marketing, Email Marketing

CRM Comparison Part 2: Comparing Marketing Features

March 16, 2020

Welcome to part two of our series on CRM selection. If you missed part one, we discussed sales features worth considering when searching for a CRM. In part two, we’ll discuss the marketing features. I’ll begin by repeating my redundant (but important!) point about CRM selection: You should never…

Continue reading
Person Shrugging
CRM Selection, CRM, Sales, Business Process Management, Mobile

CRM Comparison Part 1: Comparing Sales Features

February 27, 2020

As you begin your CRM comparison shopping, it’s important to know the features that will best suit your needs for sales, services, and marketing.

Continue reading
Food
Sales, CRM Reporting

Best Practices for Tracking Lost Sales in Your CRM

February 27, 2020

When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for…

Continue reading
Tracking lost sales

Improving Usability: Adding Field Hints in Creatio

Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.

Continue reading...

CRM Selection

Choosing the Right CRM for Snack Franchise Operators

February 10, 2020

A CRM system by its very nature helps you manage customer relationships. Choosing the right CRM software for your company should be in line with the industry you fall under.

Continue reading
snack franchise crm
Business Strategy

Using Technology to Support Your Business Strategy

February 3, 2020

With that in mind, let’s take a look at the essential technological changes you should bring to your business in order to boost your long-term business strategy without breaking the bank.

Continue reading
business strategy
SugarCRM, How To, Sugar Connect

How to Install Sugar Connect on Office 365

January 16, 2020

Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.

Continue reading
How To
CRM, Insurance

How CRM Can Enhance Complex Internal Processes for Insurance Companies

January 6, 2020

Insurance companies know that insurance is uncomfortable, confusing, complex, and that their legacy processes and programs are not cutting it. When looking to stand out from competitors, it’s important for internal and external processes to change simultaneously, making a major transformation…

Continue reading
simplify insurance CRM
Tips and Tricks

5 Effective Tips to Prevent Phishing Attacks in Your Company

January 2, 2020

Phishing attacks continue to be the prevalent source of nefarious online activity that puts businesses as well as personal computers at risk. Essentially, a phishing attack denotes a fraudulent attempt to obtain your sensitive information, or the customer information you store on your servers,…

Continue reading
avoiding phishing attacks
Agribusiness CRM

3 Reasons Agribusiness CRM is Essential in 2020

December 18, 2019

As we head into a new decade, the call for technology will be louder than ever. It’s the force driving all business and incorporating AI, machine learning, analytics, and automation to make competition even tighter. Here are three reasons the agribusiness industry needs to consider CRM in 2020 to…

Continue reading
agribusiness CRM
Creatio, How To

Triggering an Email Notifications for an Event in Creatio

December 11, 2019

Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.

Continue reading
email trigger

The Rise of Low Code: 2020 and Beyond

Low code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.

Continue reading...

How To, CRM Adoption

The Importance of CRM Response Time Analysis

November 20, 2019

When deploying a new CRM, we must consider how the system performance between the client and servers will factor into the CRM’s performance for users. Response time plays a key role in users' ability to adopt the system. Before the CRM goes live, it’s important to determine the CRM response…

Continue reading
CRM response time analysis