CRM
CRM stands for “Customer relationship management” and is a technology for managing all your company’s relationships and interactions with customers and potential customers. Below are all the blog posts on this topic.
If Your Salesforce Admin Were Unavailable Tomorrow, Would Your Business Be Ready? Key-person dependency in Salesforce is when one person holds most of the access, knowledge, and decision-making needed to run your org. If that person is unavailable, the business can’t troubleshoot, make changes, or even log in as an administrator. For most small and…
Ready to up your Salesforce game? We’ve got some inside information… We genuinely want our clients to succeed, which is why we’re giving you a heads up on what Salesforce apps and tools are new (or necessary!) in 2018. As you probably know, remaining diligent about documentation is key. We could talk about that all day….
Is your business feeling the data pinch? Most small business owners tracking their customer information start with old and isolated tools. It’s not uncommon for owners to manager their business in email or spreadsheets. This makes sense when you first start out and your available budget is small. These tools are often very familiar and…
We’ve seen it time and time again – a company invests in valuable tools like Salesforce and they end up dissatisfied with the product. Why? They’re not using it properly, which means they’re not getting the results they need or expected. In most cases, we can pinpoint the problem: bad data in = bad data…
CRMFusion’s Demand Tools made the list! The Better Partners team built The Better List to help you find the best possible tools for your business, while on a budget. Our tech geeks did the research for you, and based our recommendations on six parameters based on capability, cost, and customer service (check out this blog…
Want to Change the Way You Do Business, for the Better? Integrate Email. You know the saying, “the road to hell is paved with good intentions.” If you or your teams are still using email the same way you were ten years ago, your well-intentioned use of technology is dated, at best. Worst case scenario? You’re…
Imagine yourself – a successful business owner – vacationing on the sunny beaches of Hawaii. You’ve got your piña colada in hand; the waves are crashing along the shoreline. Life should feel fantastic; yet, something’s amiss… Despite the Zen-like serenity, you can’t seem to shake the feeling that something is off with your business. Over…
You know when you get the latest, greatest smart phone, and you feel super cool until you realize that you really only know how to use a fraction of it’s capabilities? That’s how most companies approach Salesforce. Why invest in a great tool, if you’re not going to maximize its capability to make your business…
Your data is one of the most important aspects to making your Salesforce implementation successful. When data is structured incorrectly, not complete, or simply not visible to the right people, your adoption and usability of the platform decreases dramatically. One of the common issues every customer experiences is duplicate data. In this article we’ll talk…