Category: Customer Relationship Management

6 Considerations to Help You Choose the Best CRM for Your SMB

The market for CRM software is booming. Gartner projects that by 2017, the market will rise to $36.5 billion. The market for customer relationship software is not only large but competitive. In other words, there are thousands of CRM software

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CRM: Insurance against Sales employee turnover

An article in this weekend’s Wall Street Journal (WSJ), Thinking of Quitting? The Boss Knows, by Silverman and Walker, talks about companies trying to understand and predict when employees are going to leave. While the thrust of the article talks about

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Mr. Excel.com reviews W5Templates

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The New Year’s Coming – is your current CRM working for you?

Now is the time of the year to step back and assess if your current CRM system is working. If it’s not working, embraced or supported, why not? Too complicated, too expensive, not user friendly or all the above? Be sure to

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The Taxman Cometh looking for Small Business Owners – CRM to the rescue

Insightful article in this weekend’s Wall Street Journal (5/17-18, 2014) entitled Skirting the Investment Tax, by Arden Dale.  New this year is a 3.8% investment tax on profits if business owners can’t document they are playing an “active role” in running their

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We’re Social Animals at Heart

As Harvey Fierstein so famously quoted in “Tootsie”,  “I just want to be loved”. This also applies to our business relationships. Let me explain.  Business networking is an exercise in a new form of social courting. Back in the day,

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Managing Customer Complaints

Keeping track of customer complaints is vital to good customer service.  Complaints by their very nature indicate someone is dissatisfied with something.  If that something belongs to you or the company you work for, it needs to be addressed quickly;

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Lesson from The Banker Who Cried “Simplicity”

  The Banker who cried “Simplicity” as written by Raymond Zhong interviewing Andrew Haldane in this weekend’s WSJ Opinion section helps to make the case for simplicity in Customer Relationship Management (CRM) systems. Mr. Haldane, the Bank of England’s executive

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Customer Reach Day (CRM), is Wednesday

Persistence pays off, week in and week out. So if you tried to reach that important customer on Monday, Wednesday is your day to try them back. Waiting for them to call you, will most likely not happen. The question

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Top 10 benefits of color coding

During the course of your busy work day you can benefit from simple color codes to help determine what’s due today (green), what deadlines you may have missed (red) and which projects or clients you need to be aware of

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