CRM

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.

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21 Salesforce Alternatives

While one of the most recognizable cloud computing software suites around, there are a number of Salesforce alternatives that provide many of the same features and functions. From web-based CRM to marketing automation integration, these Salesforce competitors may be more robust than you realize. In some cases, the alternatives even provide capabilities not available through Salesforce.

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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.

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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.

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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.

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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.

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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.

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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.

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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:

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