Tag Archives | CRM strategies

CRM Optimization: 5 New Strategies To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

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CRM Optimization: How to Improve your Marketing & Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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How to Optimize CRM Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve […]

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The Benefits of CRM Optimization & Visibility: 6 Common Objectives and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]

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CRM Optimization: 7 Ways Client Expectations are Changing and Why

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months, I have been involved in assisting several of our customers with planning and implementing CRM upgrades to improve the acquisition, retention, and growth of customers or clients. The organizations ranged from traditional industrial/supply chain companies […]

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