Opening the Door to Customer Support: Part 2 Type: #Blog#CRM#Customer Services Welcome back to Support. This month we are having a deeper dive into our internal support processes to help explain a little more about how we work day-to-day and how we resolve your queries. How do we process your Support...
Has your business taken digital transformation too far? Type: #Blog#CRM#Technology The notion of digital transformation has elevated from buzzword to business imperative since the pandemic. In 2022, the need to accelerate digital transformation and build greater agility into the business remains top of the...
How to use CRM for more effective account management Type: #account management#Blog#CRM#Sales How to use CRM for more effective account management Customer relationship management and client account management aren’t one and the same - but if you created a Venn diagram of their goals and strategies, you’d see...
How to Select a CRM Solution Type: #Blog#CRM The CRM market is downright daunting. CRM now represents the biggest software sector in the world, with projected revenues to reach nearly $104 billion by 2025. So if you’re struggling to gain traction with your CRM...
Why CRM (still) fails Type: #Blog#CRM CRM is a core component of the operational toolkit – even SME adoption levels have now reached 79%, according to a recent survey from Workbooks. And yet, CRM success rates are still too low. For every business achieving...
Leveraging a Mapping Tool for Success Type: #Blog#CRM According to recent reports, CRM software industry revenue is expected to more than double by 2025 and it’s easy to understand why. At the heart of every growing business lies CRM. However, it’s not just about choosing a CRM...
10 Essential Steps for Building a Business Case for CRM Type: #Blog#CRM Your guide to getting all-important senior CRM buy-in. While it’s likely that you know the business-boosting benefits of investing in a CRM platform, your company’s key stakeholders might not. Ninety-one per cent of...
5 Tips for Choosing the Right CRM Solution for Your Business Type: #Blog#CRM A CRM is a powerful business application—but if you want to get the most from your investment, choosing a platform that suits your specific business needs is essential. Investing in a solid CRM will empower you to...
CRM is a Journey, Not an Event Type: #Blog#CRM CRMs will give you a greater insight into your customers and empower you to engage with them at the right time and in the right way—with maximum efficiency. But while businesses across industries stand to benefit from using...
The Best Time to Implement CRM Type: #Blog#CRM Most organisations that implement a CRM system will do it once, or maybe twice in a decade. Although some IT staff may see more implementations as a result of job moves, the employees involved in the CRM decision process will...
How Automation in CRM Can Revolutionize Your Business Type: #Blog#CRM Utilizing CRM software is a strong indicator that your business is putting a premium on scaling and development. No matter the size or type of your business, your company has workflows / processes that require following the...
Customer in the Spotlight: Atlantic Data Security Type: #Blog#CRM#Sales#Uncategorised In this month’s customer spotlight we look at how Connecticut IT security firm was able to lower costs by 50% and add functionality by replacing Salesforce with Workbooks. Since 1993, Atlantic has been delivering industry...