Customer Relationship Management

Do I need a Digital Transformation Plan in my business?

Most likely – let’s take a look… In talks with our prospects and customers there is a lot of chatter these days related to “digital transformation” and whether or it is important to have a plan and roadmap related to digital transformation in the business.   These are good and relevant questions for sure.  However, before…
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What does all the fuss about “1st Party Data” have to do with CRM?

“1st party data“,  “3rd party data“…  Until recently, these were terms that were only used and understood by digital marketing geeks and agencies.   However, now these terms are being tossed around in the executive suite, the board room and even on CNBC!  What does all this mean and, maybe even more importantly (at least we…
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LeadSmart Channel Cloud – HubSpot Product Comparison

Many marketing organizations use HubSpot for marketing automation and content management.   HubSpot has also launched a CRM product called Sales Hub and we are sometimes asked “How is Leadsmart Channel Cloud different from HubSpot Sales Hub?“.   Before we get into the main differences between LeadSmart Channel Cloud™ and HubSpot Sales Hub™ it is important to…
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LeadSmart Channel Cloud – Salesforce Product Comparison

Given that LeadSmart is developed in partnership with and on the Salesforce Platform we are often asked by prospects and clients, “How is Leadsmart Channel Cloud different from standard Salesforce?“.   Good question!    Before we get into the main differences between LeadSmart Channel Cloud and Salesforce it is important to note that “Salesforce” is actually…
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Key Considerations to Make Before Choosing a New CRM

  Leads are critical for the growth of your business. Yet, they’re only beneficial if they’re recorded, nurtured, and developed by your revenue team and your channel partners.    Outdated email processes, spreadsheets, and clunky software have yet to make this process simple and effective, in fact, they often make things worse. A purpose-built CRM…
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3 Tips for More Effective Contact Management

Our world is increasingly automated, and marketing is no exception. But the simple fact of automation doesn’t necessarily mean that your automation is working. Take your contacts, for example. If you haven’t done any real contact management in some time, there’s a good chance that your list is dragging you down as much as helping…
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3 Reasons Your Lead Nurturing Isn’t Working

You’ve cleaned your sales pipeline, primed your marketing team, and gotten everyone off to a running start. So…why aren’t your leads converting? If you’re losing out on qualified leads, despite a clean pipeline, that’s a red flag. Your lead nurturing isn’t working, and it’s time to find out why. Here are three reasons why your…
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3 Reasons Why Your Team Isn’t Using Your CRM…

Why Your Team Isn’t Using Your CRM… You know the benefits of a CRM. That’s why you’ve invested a pretty penny in buying a great CRM. The only problem? Your sales team doesn’t use it. They know that a CRM can benefit customer relationships and make their lives easier. So why haven’t they taken the leap?…
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