You need to know a lot before your CRM implementation, and there’s still more to do after to ensure you’re getting the most out of your system. We took a look at some of the most impactful CRM statistics to help you understand what elements to consider when choosing...
You want your business development team to be in top shape. That’s why you invest time, effort, and funds into strategizing and perfecting your operations, striving for the most efficient and effective processes. To achieve this goal, you apply assessments -...
It may be tempting to think customizations are merely a perk when it comes to your team and your Salesforce CRM. However, personalization and customization are what set Salesforce apart from other CRMs – if you’re not taking advantage, you’re leaving significant...
According to Harvard Business Review, close to 70% of all CRM projects fail. Why? Studies show the majority of users don’t understand key features and give up on the system. How can you get your team to buy in and use the full features of your development tech...
Organizations have one of two experiences with Salesforce: immediate satisfaction or extreme frustration. The differentiating factor between these experiences is the level of Salesforce support. Companies that implement correctly, regularly refresh their system, and...
It’s the day before the big meeting with investors, and you need critical data from your system, but you can’t figure out how to find it. You call the support line, but it will take hours to get them up to speed on your issues. Months and years of work are stuck. Your...
I am lucky to work closely with our clients to align their goals with our custom sales as a service solutions. However, a recurring roadblock we hit in these discussions is effective business development CRM usage. Many tell me they tried a CRM, but the results...
Over the past few months, your business has likely relied on cloud-based systems more than usual. With so many working from home due to the global COVID-19 coronavirus pandemic, businesses were forced to shift to online processes. For many, that meant relying on their...
During this unprecedented moment in history, most businesses have seen a slow in operations due to the novel COVID-19 coronavirus. This forced slowdown provides a unique opportunity to take a look into your development strategy, analyzing data, and identifying gaps...
Bad data leads to bad development decisions. We all know this to be true. Stats like 40% of businesses failing due to inaccurate data, and almost 30% of sales rep time wasted on bad data signal the dangers of bad data loud and clear. While poor data points are a bad...