Guides & methods

All the preliminary pieces are in place. Your company's CRM project is underway. You have ensured that you have the support of management, you've had some great pep talks with the various departments, and your team in the information systems department are ready to rock and roll. All you need is the integrator! But not just any integrator. This project will have a huge impact on your company so you want to make an informed choice and build a long-term partnership. In this blog we will offer you some advice on how to choose the best integrator.

When CRM software is integrated into a company it can bring some challenges. For example, as an IT Director, you are in charge of data quality in your company. So you have to make sure this new customer relationship management software doesn't disrupt your existing strategy and is filled with is quality data. But how do you achieve this? For starters you must review your processes existing data in the company, this is is an important step moving forward. for the entire list, read the rest of this blog post.

You've seen it before. A CRM project is often synonymous with upheaval within a company. Many times when a company launches a new software project it is met with some resistance, and with reason. The new tools, working methods and rules can be overwhelming... All these changes are not always easy for employees to accept. However, with a well-crafted change management system, it is possible to avoid the main resistances. In this blog post, we will give you some ways to boost the adoption rate of your CRM software and overcome employee resistance.

In a few months, you will be able to work much more efficiently thanks to your new CRM software. But first...Before you can proceed with your CRM project, you need to, of course, select the CRM. In this blog post, we will cover the three essential rules for choosing your solution. Following these rules which include; getting software that serves your entire company, getting software that is ready for future changes, and getting software that your CIO approves of. Following these rules provide a good baseline for launching a successful CRM project.

By now you may be starting to get the trend here. Every department that interacts with customer information will be accessing your organization's CRM. Surprisingly many professionals still tend to believe that a CRM is intended only for the sales functions. This is not the case so the sales team can't the only decision-maker on what goes into the CRM. Because marketing and sales are so closely linked, the needs of your marketing department need to also be taken into consideration before launching a CRM project. We cover more in this blog post.

In our previous post, we discussed the importance of knowing your exact needs before beginning a CRM project. We would like to add that you will also need to pay special attention to your sales force as well. Your sales force will also make use of the CRM so why not make sure that it is set up to their specified needs? In this post we will cover the elements that you need to review with your sales force, such as their current workflow, areas of improvement, and so on, before starting your ERP project.

Before even starting with a CRM project it is important to understand your organization. Failing to do so can lead to unwanted shortcomings in the future. Remember! A CRM project is a "forward-looking" project. In other words, your CRM will continue to be a frequently used tool as you move forward, so a good foundation is key. In this blog post, we will cover the aspects you must take into consideration before launching your body and soul into your CRM project, it is imperative to get a precise understanding of your expectations and a good inventory of your business strategy and needs.

Do you want to know how to increase your e-commerce sales? You've come to the right place. For starters, you must understand that e-commerce stores lack the physical interactions of a brick and mortar store so it is essential to stand out, and acquire more customers in other ways. Get to the basics. Attract the customer and build loyalty by offering an impeccable service, an area in which ERP software comes in handy. In this blog post, we offer some good strategies for engaging customers and increasing your e-commerce sales.

Based on the recent success of your e-commerce online store, you predict that your business is likely to grow exponentially. You had already made the winning choice to rely on one of the leading e-commerce platform technologies: Magento or Prestashop, but they can only go so far in terms of functionality. Now you need a solution to help take your business to the next level. Based on what you need, you decide to turn to ERP software, but you quickly recognize that there are several on the market! In this blog post, we will tell you the 5 things you need to keep in mind in order to choose the right ERP to support your business's continued growth.

We have already warned you of the pitfalls when setting your indicators. Properly setting up the correct CRM indicators for your company is imperative for tracking your teams' business performance and designing an overall business strategy. Of course, you are an expert in your field of activity, but will this be enough to put in place business indicators that work? If you are uncertain, this is where your CRM integrator comes into play, but not all are the same. Here are some tips to help you choose your future CRM integration partner.

We've previously discussed the power of good CRM indicators for tracking sales performance, but they can be used at a larger scale to help define your company's overall strategy and future strategic decisions. Of course, the indicators you choose will vary based on your company's profile. Beyond the 10 CRM indicators we provide in this blog post to help supervise your activity and build your business strategy, we encourage you to create your own indicators that will reflect your activity, your customers, your company. Consult with the various teams and departments of your company, and of course... Your CRM integrator!

CRM indicators can be used by businesses to track employee performance, especially the performance of sales teams. The number of clients visited each week, total production hours sold, customer satisfaction index; these are just some examples of possible CRM indicators. Whether measured daily, weekly, monthly or annually, commercial activity management indicators make it possible to collect the actions and individual results of each of your salesforce representatives. But some businesses make the mistake of monitoring too many useless, overly specific or irrelevant CRM indicators. In this post, we offer 5 essential CRM indicators that are essential to manage sales activity and challenge your team.