CRM

Customer relationship management (CRM) news, solutions, best practices, and analysis for IT professionals

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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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Deduping in Salesforce: The complete how-to

Don’t be duped by Salesforce.com duplicate records. Deduping seems like one of those routine system maintenance issues, but it’s actually very tricky and there's no undo.

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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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20 questions for screening a Salesforce Service Cloud consultant

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

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20 questions for screening a Salesforce Marketing Cloud consultant

The biggest issue with Salesforce Marketing Cloud projects in particular, and cloud-based marketing CRM in general, is matching the soaring goals and promises to the actuality of staff and funding. These questions will help you find a...

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15 questions for screening a Salesforce Platform Cloud consultant

Salesforce Platform Cloud projects in particular, and CRM platform projects in general, have a wide range of requirements and practices, so you are going to need to think about “drill down” questions to ask potential consultants to...

Working with a Salesforce consultant: Understanding the process

Before you sign a contract with a Salesforce.com consultant, or any cloud CRM consultant, you need to understand how the project is going to be run. This comprehensive list of questions will help you determine if the consultant you're...

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Social intelligence: How to mine social media for business results

By blending automation and expertise, a strong social intelligence strategy can transform social media data into actionable insights — and help shape your company’s products, advertising and customer experience.

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How to choose the best Salesforce consultant: 25 key questions

When vetting vendors, references are essential. But with Salesforce consultants, and cloud consultants in general, a deeper screening will ensure you hire the best for your project. These 25 questions will help.

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No shortcuts! Do cloud requirements discovery right

The discovery phase is the weakest part of any cloud project, but getting it wrong can cost you dearly. Here's how to do requirements discovery right.

Legacy processes are holding back your digital business

Having a digital business model isn't about online sales, and it’s not just about technology; it’s about using technology to support a flexible, connected operating model. But in many organizations, technology has outpaced process.

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CPQ software demystifies B2B sales complexity

Configure price quote software can automate processes and reduce errors on complex sales, if you get the configuration right.

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6 things to look for in a cloud consultant

How do you separate quality cloud consultants from the clowns? If you don't have a screening checklist in place — and let's face it, you probably don't — this short list of behaviors and policies is a good place to start.

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