A Quick Guide to CRM-Related Three Letter Acronyms
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
Raise your hand if the following has ever happened to you: You’re in a meeting at a new company. A lot of Three Letter Acronyms (TLAs) are being thrown around. You don’t know what some of them mean. You don’t want to appear foolish, so you pretend to understand while simultaneously jotting down as many of them as you can on your notepad. As soon as the meeting is over, you rush to your computer and furiously search for definitions of the terms you heard. Don’t worry, it’s happened to all of us at some point. The worlds of CRM (that’s Customer Relationship Management) and inbound marketing bri ..read more
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Can CRM Help Execute Your B2B Sales Strategy?
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
Executing a successful B2B sales strategy is difficult. It’s always been difficult, even before the days of the internet when salespeople largely controlled the buying process. But these days, it’s even more difficult. Buyers no longer rely on salespeople for initial information about a company’s products and services. Technology has made it easy for buyers to avoid communication with from sales reps. So, how do today’s salespeople adjust to this new dynamic? What does it take to break through the constant noise that prospective customers are bombarded with every day in the form of emails, ad ..read more
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Who Are The Best Microsoft Dynamics 365 CRM Partners?
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
As a company that delivers CRM selection services, we are often asked who the top implementation partners are for companies that decide to go with Microsoft Dynamics 365 CRM. There are dozens of Microsoft Dynamics CRM partners to choose from. Over the years, we have worked with a number of them. We have also received recommendations from customers and from industry insiders about others. We feel that each of the partners listed below has the experience and expertise to deliver solid results. With that said, it’s important for any prospective client looking for a Microsoft Dynamics 365 CRM impl ..read more
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Avoid CRM Failure With A Sales-Focused Approach
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
The biggest fear of any company that has just purchased new CRM software is that no one will use it. Sadly, this happens far more often than many business leaders realize. While the reasons given for CRM failure vary from business to business, they almost all come down to the fact that the software didn’t meet a company’s expectations. But what are the expectations of a CRM system? The answer is: it depends on whom you ask. And that is the root of the problem that so often leads to CRM failure. When different stakeholders across a company have different expectations for CRM, it’s nearly imposs ..read more
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Sales Engagement Software: What Is It And Do You Need It?
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
Any seasoned sales rep can tell you that prospects are fickle creatures. Without warning, they can lurch from laser-focused engagement in one moment, to absolute radio silence the next. As if that weren’t difficult enough, re-engaging them often requires wading through a half-dozen different communication channels. Assuming you can reconnect with a client or prospect—which is often easier said than done—keeping their attention focused on you is more complicated than ever. These are the problems that more and more sales reps are crashing into every day. One of the most common solutions to overc ..read more
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5 Things CRM Can Manage After An Opportunity is Won
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
CRM is well known in the business world for being one of the best and most cost-effective ways of improving sales performance and efficiency in organizations of almost any size. Many businesses that adopt CRM use it primarily for tracking prospects through a sales cycle which hopefully culminates in a won opportunity. For some companies, a won opportunity represents only the midpoint in their CRM system’s use cycle. For them, CRM is just as important for their operations, service, and support teams as it is for sales. Here are five things CRM can do for your business and your customers after a ..read more
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Sales Operations and CRM
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
The history of sales operations is much longer than most people might expect. Neil Rackham is often credited with creating the first sales operations group at Xerox in the 1970s. Since then, sales operations has grown to become an integral part of a successful sales team. As more and more technology has been introduced into the sales process, sales operations is frequently tasked with managing, developing, and supporting the tools, data, and services sales teams need to get their jobs done. This is where sales operations and CRM frequently converge. What Is Sales Operations? The definition of ..read more
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Marketing to Your Influencers vs. “Influencer Marketing”
CRM Switch | The CRM Buyers' Blog
by Steve Chipman
5y ago
Influencer marketing is a long game that involves outreach to “important” people, most of whom will ignore you. You could always try Gary Vee’s approach to Instagram influencer marketing… https://youtu.be/peC9z0tTRkM …or maybe not. Especially if you’re in B2B marketing or sales. This post, therefore, is not about influencer marketing. It’s about marketing to your existing influencers—mainly via content. It’s unlikely that any of your existing influencers are scantily-clad celebrities. However, you already have a lot of fully and well-dressed, non-celebrity influencers. Your important people in ..read more
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The Importance of Aligning Web Development and SEO
CRM Switch | The CRM Buyers' Blog
by Staff Writer
5y ago
Before SEO existed, having a great website was like having a really slick business card or brochure for your business: it was there to impress other people. When SEO came along, it didn’t matter if a website was well designed and user-friendly. If it had good content and a few strong links, it could rank at number one. Those days are long gone. In today’s world of hyper-competitive online marketing, it’s crucial for your business to align its web development and SEO efforts. Web development and SEO are two sides of the same coin, and ideally they should support each other equally in order to ..read more
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Why You Should Be Using Sales Orders in CRM
CRM Switch | The CRM Buyers' Blog
by Steve Chipman
5y ago
For many types of businesses, the creation of a CRM sales order is (or should be) the logical next step in the CRM process after an sales opportunity is marked “won”. In this post we’ll look at the business benefits of using CRM sales orders. We’ll then look an example implementation of orders in CRM. While the information in a CRM order can be used to generate a traditional confirmation document for a customer, this post will focus on the internal usage and value of orders. The Business Benefits of Using CRM Sales Orders There are a number of benefits to implementing orders in CRM. Several of ..read more
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