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One concern that can come up in deciding on whether or not to move to a cloud CRM solution is, “Will we be able to customize CRM?” Since cloud solutions are generally SaaS (Software as a Service) solutions, the worry is that since it’s not going to be in-house, it’s only going to be provided ...

A prime concern with companies contemplating the move to a cloud CRM solution is: will my data be safe? With data being potentially stored off-shore, potential data ownership issues, and even concerns over safely transferring data, it certainly isn’t a minor issue. But as with other cloud CRM concerns we’ve been addressing in this series, ...

Sales velocity is a crucial factor in today’s highly competitive business environment. The last thing a company needs to worry about is the sales force not being able to instantly save to or access data from CRM system, when needed. Hence a common concern about moving to a cloud CRM is the worry about poor ...

With regard to a CRM solution, it is a question on the minds of many businesses these days: should we move to cloud CRM, or “stay on the ground?” What would be the benefits? What are the risks? Is it safe? Is it cost-effective? Will it impact our sales process and pipeline management?

Let’s face it: the twenty-first century business environment is web-centric. If your enterprise isn’t operating on the web, it is certainly depending on the web for important aspects of business operations. Of course these aspects include email, online ordering, lead generation and prospecting. But in the course of a sales cycle, they could also include ...

In our last article we discussed the importance of social media strategy in today’s B2B business environment. For B2B, social media can be vitally important at the beginning of a business relationship—but after a point a stronger stress must be placed on product benefits to the target company, and the insightful and personal customer relations between ...

In the last year or so, the importance of social media to a CRM application has been all the rage. “Does your CRM solution support social media?” seems to be the question on every CRM pundit’s lips. It is a valid question, if only because of the preponderance of both companies and individuals that are ...

The title of this article seems an obvious statement. But interestingly, most CRM applications don’t quite do it the way it should be done—without having to move out of the CRM interface. Ideally you should be able to engage your contacts across any channel from right within CRM. Email just happens to be the most ...