CRM

10 Ways Cloud Platforms Are Enabling Greater Mobile CRM Success

The inflection point of enabling mobile devices with greater contextual intelligence, data reporting, visualization and selling features has arrived. The mobile-first strategies of every major CRM provider are now in its third generation of application development, often configurable with easy-to-use administration screens by users in a wide variety of languages. Global adoption of CRM has improved significantly, thanks to the continued success of mobile-first application development strategies.

Louis Columbus10 Ways Cloud Platforms Are Enabling Greater Mobile CRM Success
Read More

Free CRM: Should I Bother?

When was the last time you turned down something free? It’s probably been a while, and it’s also probably not a frequent occurrence. After all, who doesn’t love free stuff? As long as it’s of high quality (or at least passable quality), there’s no downside to acquiring free products. But that’s just the problem with free things; they aren’t always quality.

SelectHubFree CRM: Should I Bother?
Read More

Real Estate CRM: How It’s Changing the Future of Brokerage Operations

If you think of customer relationship management (CRM) as a business approach in which interaction with your current and potential customer base is critical for success, then real estate CRM is currently positioned as an indispensable and strategic tool for agents and brokerages alike. Essentially, CRM packages can be divided into two types: those specifically designed for your industry, and general-purpose CRM packages that offer customization and integration features. The question is: how is real estate CRM different from regular CRM? And is it worth it to invest in a real estate-specific CRM?

Gabriel GheorghiuReal Estate CRM: How It’s Changing the Future of Brokerage Operations
Read More

5 Best Software for Sales Force Automation Integration

According to Webopedia, sales force automation (known to some as SFA software) is “a technique of using software to automate the business tasks of sales, including order processing, contact management, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation.” Often confused with CRM, sales force automation focuses on enhancing the sales process rather than managing contact with customers.

SelectHub5 Best Software for Sales Force Automation Integration
Read More

The Current State of the CPQ Market

CPQ strategies continue to bring greater accuracy and speed to every aspect of sales cycles, from pricing to product configurations. Considered to be one of the hottest areas of Customer Relationship Management (CRM), CPQ strategies are unique in that they provide unequivocal evidence of their value across an enterprise. The more complex the sales cycles, product configurations and channel selling structures, the more CPQ selling strategies pay off. Gaining greater insights into customer requirements and being able to quickly anticipate and act on their needs is essential for winning additional deals.  CPQ is the catalyst of sales growth many companies need to excel at, as every aspect of customer relationships is becoming more complex, faster and more context-driven than ever before.

Louis ColumbusThe Current State of the CPQ Market
Read More

The A to Z Guide to Salesforce

The word “Salesforce” can elicit a wince from even the most experienced of businesses. This cloud computing behemoth may be the most successful provider of its kind, but learning how to master it is no simple task. The challenge lies in its sprawling scale.

SelectHubThe A to Z Guide to Salesforce
Read More

5 CRM Integrations You’ll Wish You Implemented Earlier

Which would you prefer: one puppy, or a whole roomful of puppies? We bet you chose the latter. That’s because, although one puppy by itself is great, a whole collection of puppies together is infinitely better. As the saying goes: the whole is greater than the sum of its parts.

SelectHub5 CRM Integrations You’ll Wish You Implemented Earlier
Read More

Leveraging Your Nonprofit CRM: 4 Expert Best Practices

As a nonprofit professional, you know the incalculable value of having a strong nonprofit CRM in your corner. Not only do nonprofit CRMs help manage and organize the vast amounts of donor information your organization collects, but they also help streamline and automate a lot of tasks that can take up your staff’s time.

SelectHubLeveraging Your Nonprofit CRM: 4 Expert Best Practices
Read More

5 Types of Specialized CRM

When it comes to CRM, do general solutions get the job done, or do you need a specialized tool? One way to think of it is to equate your CRM to a pair of cleats. You can probably use the same cleats to play soccer, baseball and football. But if you play a certain position with more unique needs, you may want a cleat specialized for the individual sport.

SelectHub5 Types of Specialized CRM
Read More

Is CRM Lead Management a New Software Category?

Even experienced business owners can stumble when it comes to pleasing the target market. The truth is that you can conduct as many surveys and statistical models as you like, but, to some extent, your customers will always be an uncontrolled entity.

SelectHubIs CRM Lead Management a New Software Category?
Read More

The Lowdown on CRM for eCommerce

The combination of CRM software and eCommerce operations is one of a number of merging advances in the business world that allow companies to do more to deliver products and services to customers. This type of enterprise software can be an especially vital resource for small businesses that sell online.

SelectHubThe Lowdown on CRM for eCommerce
Read More

What’s the Difference Between CDP and CRM?

One of today’s emerging software categories is the customer data platform (CDP).  CDPs solve one of today’s biggest problems for marketers: getting a single customer view.  As such, it’s helping to define the next stage of data-driven marketing.  Despite its emergence, however, there’s a fair bit of confusion as to what exactly a customer data platform is and where it fits in your technology stack.  The confusion mostly stems from confusing a CDP for customer relationship management (CRM) software.  A Gartner survey found that 47% of marketing leaders said they already use a CDP, with another 19% searching for one.

SelectHubWhat’s the Difference Between CDP and CRM?
Read More

Do You Need a Separate Social or Mobile CRM?

Here’s something you already knew: customer relationship management is important.  As Base CRM reported, 78% of consumers have stopped short of making an intended purchase because of bad customer service.  And here’s something you may not know: social CRM and mobile CRM applications are just as important as your CRM software.

Now that we’re done blowing your mind, let’s put it back together with some explanations.  In short, social CRM and mobile CRM are modules, extensions and integrations for your CRM.  They add powerful capabilities to your CRM strategy, creating a more dynamic product.  Rather than focusing exclusively on sales, you can also be proactive in your customer engagement efforts.  And instead of being stuck on your laptop, you can take your CRM system with you everywhere you go.  Let’s dive a little deeper into these customer service-boosting modules:

SelectHubDo You Need a Separate Social or Mobile CRM?
Read More

Salesforce vs Netsuite

NetSuite and Salesforce are two leading customer relationship management solutions that many companies are banking on to deliver successful results to their sales and marketing goals.  Listed on PCMag’s Best CRM Software list for 2017, both systems are among the industry’s leaders.  Customer relationship management tools provide key assistance to sales and marketing teams and many others within an organization.  They help people at all staff levels to understand customer profiles, craft better interactions, and ultimately win more business.  Here are some of the reasons that people are going with these 2 CRM leaders: Salesforce vs. Netsuite.

SelectHubSalesforce vs Netsuite
Read More

A Guide to Enterprise CRM

Research shows that a CRM system can boost sales productivity by 34 percent.  If you need to capture customer information, develop marketing campaigns or automate more processes, a CRM solution is the ideal tool.  But like in any category of business software, there isn’t a one-size-fits-all solution.  This is especially true for Customer Relationship Management (CRM) tools, of which there’s a wide variety.  Some CRM tools are tailored for small businesses, while others are best for larger organizations.  The latter are called Enterprise CRMs, and oftentimes include tons of extra features that other CRM systems don’t.  Although an Enterprise CRM can initially take up a lot of time, resources and money, they’re worth it.  For those businesses that can afford to spend the money and take the time, the ROI can be substantial.

SelectHubA Guide to Enterprise CRM
Read More

Grow Your Annual Fund with Nonprofit CRM Software

Nonprofit CRMs serve a wide range of purposes from data management to communications and beyond. Selecting the right CRM software for your organization boils down to your ability to assess you team’s current needs, accurately predict your future needs, and make a decision that realistically takes both situations into account.

SelectHubGrow Your Annual Fund with Nonprofit CRM Software
Read More

3 Nonprofit CRM Software Features You Should Be Looking For

When your organization started—with noble intentions and a small donor pool—an Excel spreadsheet was probably the perfect place to manage donor data. Now your organization has grown, and while its intentions are no less noble, those spreadsheets are overworked and busting at the seams.

Jeff Gordy3 Nonprofit CRM Software Features You Should Be Looking For
Read More

Three Ways Nonprofit CRM is Unique

A few years ago one my former consulting clients came to me with a question. “My board member is questioning my purchase request for XYZ Nonprofit CRM database and asking why I can’t just use XYZ regular CRM package. How do I let him know we really do need this?!?!”

Andrew UrbanThree Ways Nonprofit CRM is Unique
Read More