CRM

CRM Requirements Checklist and Evaluation Template Document

So you’re looking to get your very own CRM software (Customer Relationship Management)? You may have decided it’s time to jump on the CRM wagon and utilize your first CRM, or you may be updating a clunky or underpowered one — either way, you’re probably unsure of how to proceed in choosing the right one. Don’t worry: it’s not nearly as daunting as it seems! Understanding your organization’s needs and requirements is the first step, so read on for a comprehensive CRM requirements checklist to use in conjunction with our CRM template to assist during the evaluation process.

Bergen AdairCRM Requirements Checklist and Evaluation Template Document
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How CRM CPQ Integration Can Drive Growth for Your Business

Trends in the software world are like Star Wars fans — they’re everywhere. Over the past few years, CPQ (Configure, Price, Quote) has joined the party. Related to ERP systems and CRM software, CPQ solutions have bolted into the spotlight as a means for making sales teams more effective and productive. And one way to maximize the power of CPQ applications is by implementing CRM CPQ integration.

Zachary TotahHow CRM CPQ Integration Can Drive Growth for Your Business
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4 Ways CRM Data Mining Increases Marketing ROI

Today, data is the equivalent of gold in the 1800s. Everyone wants it and it’s extremely valuable — but it’s also buried deep and hard to extract. One of the most prized stores of data your company has is in your CRM software. That’s why CRM data mining is an essential element that your business can’t afford to ignore.

Zachary Totah4 Ways CRM Data Mining Increases Marketing ROI
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Top Customer Retention Strategies and 8 Ways CRM Helps Execute Them

“Customer retention is the new growth,” according to Adobe CEO Shantanu Narayen. If you want to survive the 21st-century business battlefield, you need to emphasize keeping your current customers. And the heart of accomplishing customer retention is CRM software.

In today’s fiercely competitive landscape, your current customers are the serum shots (a la Marvel) that take your company to superhero level. Without them, your business is nothing more than a scrawny Steve Rogers (pre-Captain America) getting bullied.

Zachary TotahTop Customer Retention Strategies and 8 Ways CRM Helps Execute Them
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How CRM Helps Improve Sales

Whether you’re a Fortune 500 powerhouse or a small business looking to make a mark on your industry, you can benefit from CRM software. To get a clear idea of how valuable a CRM would be for your business, you need to understand how CRM helps improve sales.

Sure, a CRM gives you things like automation and real-time data. But it can do so much more. Companies are recognizing this, and seeing the value in using CRMs well beyond improved efficiency and customer satisfaction.

Zachary TotahHow CRM Helps Improve Sales
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Your Guide to CRM Lead Management

Running a business today can feel like training for the Marines. Consumer demands have never been higher. We want personalized experiences, answer to questions we haven’t even asked yet, quality products, flawless service … the expectations never end. In order to cope, companies turn to CRM software to help them manage the customer journey. And the first step on that journey is CRM lead management.

Zachary TotahYour Guide to CRM Lead Management
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Salesforce vs Microsoft Dynamics vs SugarCRM: Which CRM is the Winner in 2019?

If your customers aren’t happy, nobody’s happy. That’s one reason customer relationship management (CRM) software is a crucial component to your company’s success. Nowadays, there are dozens of high-quality CRM software solutions that make the CRM aspect of your business a breeze. But which one should you choose? The number of options can induce choice paralysis. Here at SelectHub, we want to make the process as easy for you as possible, so we’ve compiled a comprehensive chart for choosing a CRM system. Here’s our comparison of Microsoft Dynamics 365 vs Salesforce Sales Cloud vs SugarCRM.

Compare CRM Pricing & Costs with our Pricing Guide
Bergen AdairSalesforce vs Microsoft Dynamics vs SugarCRM: Which CRM is the Winner in 2019?
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Salesforce Competitors: 20 of the Top Salesforce Alternatives

Saying Salesforce is a big name in the CRM software space is like saying Christianity is a popular religion — it’s pretty obvious to most people who know anything about CRM. But it doesn’t have to be the only option. For those who may be looking for something else, we gathered data on the best Salesforce alternatives to help you find the right match for your organization.

Bergen AdairSalesforce Competitors: 20 of the Top Salesforce Alternatives
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Salesforce CRM vs Oracle Sales Cloud

CRM software (Customer Relationship Management) can make a huge difference in your organization’s relationship with its customers. Salesforce and Oracle are some of the most powerful solutions on the market, so it’s no wonder they’re common choices for cloud-based CRM. But which is better for your business? We break down Salesforce vs Oracle CRM feature-by-feature to help you make an informed decision.

Compare CRM Pricing & Costs with our Pricing Guide
SelectHubSalesforce CRM vs Oracle Sales Cloud
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How to Define The Scope of CRM

So you’re looking to implement a CRM software (Customer Relationship Management) solution for your business. That’s great! But first, you need to determine the CRM scope of the solution you’ll be implementing. Defining the scope of CRM projects means figuring out which areas of your business need to be included in the CRM implementation plan. Before any CRM initiative begins, scoping is essential to establish what the effort will and will not cover, as well as to prevent feature creep and project bloating. Follow the steps below to properly define the scope for your next CRM project.

Bergen AdairHow to Define The Scope of CRM
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The Best CRM Software for Banks

Banks aren’t what they used to be — the days of stuffy vaults and high counters are long behind us. Banks of the modern age need a modern way to interact with customers, and customer relationship management CRM software (customer relationship management) offers just that. But which CRM software do banks use? To answer, our analyst team has compiled this list of the top CRM for banks to help you stay informed.

Bergen AdairThe Best CRM Software for Banks
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Salesforce vs SAP: Which CRM Software is the Winner?

Choosing CRM software (Customer Relationship Management) can feel like one of Hercules’ impossible tasks: there are so many, some cost an arm a leg and a sacrifice to the gods, and did I hear something about an Oracle? All jokes aside, just like Hercules had Eurystheus to help him out, you’ve got us. While there are many CRMs to explore, we’re going to break down the differences between Salesforce vs SAP CRM.

Bergen AdairSalesforce vs SAP: Which CRM Software is the Winner?
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The Future of CRM in 2019 and Beyond

The future has arrived — at least it has in the world of customer relationship management or CRM software, one of the fastest growing categories of enterprise software. We are entering the era of intelligent, integrated CRM, and the future of CRM is even brighter. From small businesses to global enterprises, sales and marketing teams are adopting CRM to deliver better customer experiences, acquire and retain customers, and gain new customer-centric insights that are changing their companies for the better.

Bergen AdairThe Future of CRM in 2019 and Beyond
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Best Sales CRM Software for Sales Teams

CRM software is a marketer thing — or is it? This common misconception is two things: not true, and hurting your business. That being said, not all CRMs are equally useful to your sales reps as they are to your marketing teams. So we compiled a list of the best sales CRM software to help you make informed decisions that will help you make your customers, sales teams and marketing one big happy family.

Bergen AdairBest Sales CRM Software for Sales Teams
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The CRM Software Market Guide for 2019

Customer relationship management (CRM) software is a comprehensive approach to managing a company’s all-important interactions with current and potential customers. All companies — big and small, multinational or mom-and-pop-shop — have to gain an understanding of customer behavior in order to improve business relationships and drive sales growth. The degree of engagement and the resources that a company directs to this business objective may differ from one company to another, but the fundamental fact is that all companies need to address this issue in order to survive.

Gabriel GheorghiuThe CRM Software Market Guide for 2019
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The Big CRM Software Comparison Chart and Matrix

Selecting the right CRM software (Customer Relationship Management) can seem like an uphill battle. Wouldn’t it be better to just avoid picking one at all? No, no it would not. Because you want to manage your interactions with customers like the true champions that you are, it’s crucial to find the system which optimizes your workflows.

We get it. It’s a challenging process and trying to pick out a CRM system that will meet all of your company’s requirements is no small task. First, there are literally hundreds of options to pick from and they’re all designed to address an overabundance of needs. Where do you start? How can you possibly know you’re picking the right one? You don’t have room in the budget to choose the wrong system. Even if you do, it might be just as difficult to get people on board to switch a few months later. So, yes, performing a CRM software comparison to meet all of your specific requirements can be overwhelming.

Bergen AdairThe Big CRM Software Comparison Chart and Matrix
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Infor CRM vs Salesforce Sales Cloud

Micromanaging your business’ relationships with individual customers is so 2008. Customer relationship management (CRM) software has been making marketers, sales teams, and managers’ lives easier for years. Today we have a faceoff between two industry giants to help you determine which CRM system is best for your business. Salesforce and Infor CRM are two of the best options on the market, offering a wide array of helpful functionalities to their users.

We’ve created this introductory Infor vs Salesforce comparison chart to help make your decision a little easier.

Compare CRM Pricing & Costs with our Pricing Guide
Bergen AdairInfor CRM vs Salesforce Sales Cloud
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