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Switching CRM Systems? 5 Tips to Make the Transition Easy

Switching CRM Systems? 5 Tips to Make the Transition Easy

Posted January 21, 2013 by Gareth Cartman

In the US, incumbent Presidents tell voters "not to switch horses mid-stream." CRM providers haven’t tried the same tactics, but the prevailing fear is that switching CRM systems can be a headache for everyone involved,… Read More 

Are You Asking the Right Questions When Buying a CRM System?

Are You Asking the Right Questions When Buying a CRM System?

Posted December 11, 2012 by Amy Izzo

As a B2B marketing consultant, I know that a well-maintained client and prospect database (or lack thereof) can make or break a marketing campaign. More importantly, the right CRM system allows marketers to measure the… Read More 

Cold Calling or Lead Generation, Aren't We Missing The Vital Point?

Cold Calling or Lead Generation, Aren't We Missing The Vital Point?

Posted December 3, 2012 by Laurence Ainsworth

Over the last few weeks it seems that the intensity of the debate about using cold calling or digital lead generation has increased to a level of intensity where it is getting a bit absurd. It seems… Read More 

Preparing Your Business For CRM

Preparing Your Business For CRM

Posted October 9, 2012 by Gareth Cartman

When businesses invest in CRM for the first time, or seek to upgrade to a more powerful software package, many believe that expenditure is the biggest hurdle to success. It isn’t. It’s the implementation, and… Read More 

Cautionary Tales and Tips to Avoid CRM Implementation Failure

Cautionary Tales and Tips to Avoid CRM Implementation Failure

Posted August 2, 2012 by Darlene Lin

If you run any kind of business, chances are that you have customer relationships to manage. Customer Relationship Management systems are designed to help organizations improve the way they interact with customers and prospects by… Read More 

The Search for a New CRM, Part 2: Researching Solutions

The Search for a New CRM, Part 2: Researching Solutions

Posted July 18, 2012 by Darlene Lin

In this second installation of our “Search for a New CRM” series, we research and discuss possible alternatives to our current CRM system, Zoho. Our needs have been identified and desired solution features outlined; the… Read More 

The Search for a New CRM, Part 1

The Search for a New CRM, Part 1

Posted July 5, 2012 by Darlene Lin

Researching, identifying, choosing, and implementing a business software system can be a long process. The investment in a system is one that will last years and affect how an organization functions, both internally and externally. Investing… Read More 

Staying ahead of Schedule: 5 Lessons from a Successful ERP Roll-out

Staying ahead of Schedule: 5 Lessons from a Successful ERP Roll-out

Posted March 29, 2012 by N. Rowan

The media hasn't been kind to Enterprise Resource Planning (ERP) software in recent months. In early March, Panorama Consulting Solutions released a report stating that half of all ERP projects achieve less than half of… Read More 

How CRM Benefits Your Sales Force

How CRM Benefits Your Sales Force

Posted March 10, 2012 by John Harrison

Mention the prospect of a CRM system to a sales team that is not automated and your suggestion may not be greeted with excitement. In fact, some sales representatives believe that the primary purpose of… Read More 

The Rise of Two-Tier ERP Systems

The Rise of Two-Tier ERP Systems

Posted March 7, 2012 by George Middleton

Not too long ago, single instance ERP implementation was the primary way to install an ERP system. Now, with new technology and deployment models, two-tier ERP systems have gained prominence. Several big names in the… Read More