CRM Strategies

So You Think You Don’t Need CRM Software? Think Again

  Think You Don’t Need CRM? Think Again. Time and time again confident sales people will passionately tell you that they, and their team, don’t need CRM software to track their clients, follow up and close their sales consistently. They might exclaim “I have a spreadsheet system that works!”or “I’ve never dropped a lead before!” …

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Common CRM Strategy Pitfalls: How to Avoid Them

Common CRM Strategy Pitfalls There are no one-size fits all CRM software systems on the market today—and that’s a good thing. Modern enterprises operate in such varying and unique ways that it would be unreasonable to expect a silver bullet CRM that could be mapped onto any business and instantly improve their sales processes. As …

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10 Benefits of CRM and ERP Use Cases

Why CRM and ERP Use Cases Are Critical For Implementation If there’s anything that you know already about enterprise software, you will know that ERP and CRM implementation projects are no easy task; from selecting a vendor to choosing your project management team to going through the lengthy timeline of business process modeling, change management and …

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3 Easy Ways To Manage Customer Relationships

3 Easy Ways To Manage Customer Relationships If you ask around, you will find that most business leaders probably feel that their organization could be a bit more polished and organized when it comes to how they currently manage customer relationships, both new and old. Managing new and current customers can certainly be a tedious process, largely involving …

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5 Key CRM and ERP Change Management Tips

CRM and ERP Change Management Strategy Guaranteed to Succeed Humans love their routine; it’s just one of the basic facts of life. Once we have found a way we like to do things and we become comfortable with it, it’s near impossible to change those ways without some form of pushback and frustration. With that …

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3 Reasons Your Go Live Date Should Never Be January 1st

  3 Reasons Your Go Live Date Should Never Be January 1st We’ve encountered quite a few companies that want to, or already have, selected January 1st as their planned go live date—and why not? After all, the first day of a new year seems like an intuitive day to pick: the start of a …

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Best CRM: Salesforce vs Dynamics (Part II) — CRM Mobility

  Salesforce vs Dynamics (Part II): CRM Mobility Get the comprehensive breakdown Download the full report As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been conducting a four part series …

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Best CRM: Salesforce vs Dynamics 2015 — Reporting

  Determining the Best CRM for Your Business Get the comprehensive breakdown We’ll Email You the Report! The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming,with every vendor promising the latest update and innovative new feature. How do you sort …

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Dynamics CRM 2015 Update: Is It Right For You?

Is Microsoft Dynamics Right for my Business? The New Dynamics Online 2015 Update Move over Salesforce, there’s a new Microsoft Dynamics CRM in town: bigger, bolder and uncut. This past spring, the vendor launched Dynamics CRM Online 2015 Update with updates targeting new forms of lead gen, accessibility and improved analytics; not to mention additional …

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Choosing the Perfect Cloud Provider for CRM or ERP

Choosing the Perfect Cloud Provider for CRM or ERP After weighing up all of the different hosting options for your enterprise software, you’ve decided to go for a cloud-based CRM or ERP for it’s scalability, ease of implementation and lower total cost of ownership. Decision done—now just to move on with the implementation. Easy, right? …

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Software Adoption Strategy — Everything You Should Know

Software Adoption Strategy — Everything You Should Know Businesses naturally invest in their vision, and innovators are now looking toward enterprise software to allow them to achieve it. However, even some of the most well-intentioned projects will ultimately fall flat because of a failure to include a comprehensive organizational change management plan and software adoption strategy in the project …

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Salesforce Development Compared To Dynamics CRM Development

Salesforce Development Compared To Dynamics CRM One of our most popular blog pieces to date is our robust 4-part comparison of Salesforce vs. Dynamics CRM. Today, we’re going to take a slightly different slant. We will be comparing Salesforce development to development in Dynamics CRM. Both Salesforce and Microsoft Dynamics are big players in the …

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Ultimate ERP Implementation Plan E-Book

Ultimate CRM & ERP Implementation Plan E-Book How to Use E-Book for an ERP Implementation Plan Enterprise software projects are known for sapping funds and taking way longer than expected to complete. When it’s all said and done, jobs hinge on the ERP implementation plan or CRM implementation strategy employed, the end-system is responsible for the …

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