CRM

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Why everyone is talking about everything talking

Suddenly, we’re looking at voice-first everything — including the voice-first workplace.

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Prepping for Dreamforce 2018: What to do now

Dreamforce is approaching, and the way to get the most out of that week in San Fran is by planning ahead.

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Martech spending in 2018: What CIOs need to know

From CRM and business intelligence to chatbots and automation, marketers have spending plans across the marketing tech stack.

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New purpose-built platforms are ready to leverage the Age of Instrumentation

The information technology industry is rife with tools developed to serve a specific need.

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SAP wants to woo businesses back to its CRM

Woo, not sue: That's SAP's new strategy for dealing with customers that want to access their core ERP data through a cloud-based CRM system.

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10 things you need in a CRM vendor proposal (and 3 you don't)

If you're doing a CRM system conversion, expansion, or initial implementation, there are some things you need to look for — and look out for — in a vendor proposal. We'll help you sort it out.

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Building a customer community: 13 critical questions to get started

Salesforce, WordPress, Simplemachines, BB engines…they all have demos for community-building tools that will daze and amaze. But which one’s for you? Don’t go shopping until you’ve answered these questions.

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What is the best CRM software? Key features to look for

Many businesses undervalue the planning that must go into CRM selection and overlook the importance of defining the capabilities and results that will matter most to their organization. Don't be one of them.

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Best free CRM software, 2018: 7 top tools

Customer relationship management (CRM) software can help businesses foster new sales opportunities and improve internal efforts to organize around key objectives. And with these free tools, CRM doesn't have to be an expensive...

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CRM vs. ERP: What's the difference and which do you need?

Both CRM and ERP systems handle contacts, companies, quotes, orders and forecasts… and they may handle line-item configuration, bundles, delivery schedules and invoices. Where does one start and the other stop? Behold this guide for...

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8 CRM implementation best practices

A poor-quality CRM implementation can significantly impact the bottom line. Here’s what you should consider when choosing and rolling out a CRM system to ensure a faster return on your enterprise software investment.

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CRM vs. marketing automation: What's the difference and which do you need?

Both CRM and marketing automation systems handle leads, contacts and companies, but where does one start and the other stop? Behold this guide for the bewildered.

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Salesforce Lightning vs Classic: What you need to know now

Salesforce Classic isn't going away anytime soon, but that doesn't mean you shouldn't be planning your move to the new Lightning UI. Here’s a transition guide for the bewildered.

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5 Dreamforce 2017 takeaways to guide your CRM strategy

Dreamforce is the largest single-technology conference in the world, and it’s complete sensory overload. But there are some messages you need to pick up, loud and clear, for your CRM planning assumptions.

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Talkdesk leverages AI to improve inside sales

Talkdesk for Sales is an excellent example of how AI can be used to augment a worker’s skill set and make them more productive.

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How to plan a CRM project that's guaranteed to fail

We all want our CRM projects to succeed, and one way of making a winner is avoiding the characteristics of failed projects. Think of this article as a recipe for disaster and follow none of the advice herein.

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10 signs your CRM system needs an overhaul

Poor data quality, broken add-ons, and ineffective integrations are just a few of the tell-tale signs that you may need to refresh your CRM system — or scrap it altogether and start anew.

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25 questions for screening a Salesforce Sales Cloud consultant

Some parts of vendor evaluation never change, but doing a deeper screening for your Salesforce Sales Cloud system in particular, and cloud-based sales CRM in general, is critical. These questions will set you (and your consultant) up...

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