fbpx
Understanding Strategy, Implementation and Execution of CRM

Understanding Strategy, Implementation and Execution of CRM (Video)

Read Time: 3 minutes Your CRM strategy, implementation, and execution need to be perfect to succeed in your CRM journey.  Before we start discussing the strategy, implementation and execution of CRM, we need to understand these three terms. Surprisingly, most people are confused about … Read More

How to buy a CRM? The secrets that no one tells you. (Video)

Read Time: 2 minutes Your CRM requirement cannot come from CRM features. Your CRM requirement comes from the problems that you want to solve and the goals you want to achieve.  The purpose of this video is to make the most authentic CRM buying … Read More

How to not to buy CRM

How not buy a CRM? Seven mistakes to avoid (Video)

Read Time: 4 minutes Old methods of purchase and procurement don’t work with CRM. Traditional methods of comparison charts and Lowest bidder wins don’t work for buying a CRM.  This video is in two parts. First, we discuss how not to buy a CRM, … Read More

Why we have two fields, Designation and hierarchy, for contacts in CRM

Why we have two fields, designation and hierarchy, for contacts in CRM (Video)

Read Time: 2 minutes CRM is all about knowing your customers inside out so that you can keep relationships with them effectively. Two modules in CRM have contact details of people. One is the Leads (Enquiries)  module, and the other is the Persons (Contacts) … Read More

Do you need a CRM? Whether you should buy it? (Video)

Read Time: 4 minutes It’s not your industry that decides whether you need a CRM or not; It’s your sales process and after-sales service. And yes, your team size is important.  Although CRM as a concept is not new, most people look at it … Read More

Two most ignored but most important details in Sales CRM

Two most ignored but most important details in Sales CRM (Video)

Read Time: 3 minutes CRM is not for data entry, but for helping you in the management of your business. You should be able to make decisions based on your CRM reports.  The Lead source and lost reason are the two fields in the … Read More

Sales management is all about the exchange of experience and information (Video)

Read Time: 3 minutes We can debate whether Sales is an Art or Science, But Sales Management is definitely pure science. It is based on data, analysis, strategy and execution.  In most Small businesses, owners or founders will only act as Sales Managers. They … Read More

Why Bosses and Team Leaders should learn to create and analyse CRM Reports

Why Bosses and Team Leaders should learn to create and analyse CRM Reports (Video)

Read Time: 3 minutes It’s a general practice that bosses don’t make reports.  Someone else makes it, and then bosses check it. Nothing can be more wrong than this.  When bosses get reports in print-out or Spreadsheet, the One most important thing that they … Read More

Difference Between CRM Dashboards and CRM Reports

Difference Between CRM Dashboards and CRM Reports

Read Time: 2 minutes Check CRM Dashboards daily, almost real-time, Whereas you may periodically check CRM reports for further analysis.   Before doing pathological analysis of patients, doctors will check basic things like heartbeat and breathing. If those two things are OK, they will only … Read More

Reinventing WhatsApp Marketing for 2021

Read Time: 14 minutes “It’s not personal; it’s business”—the GodFather. Nothing is more accurate about the universal messaging tool that we all use – WhatsApp. With the Introduction of the catalog and payment features, No doubt, WhatsApp is becoming the most favorite tool for … Read More

difference between erp and crm

Difference between CRM and ERP is much deeper than you think.

Read Time: 7 minutes How do you choose, whether you need a CRM or an ERP? Or both? The question is much trickier than it looks on the face of it. You will find the answer in this article.  Most of the people think … Read More

What to change in CRM when employee leave the company

What to change in the CRM when your employees leave the company?

Read Time: 6 minutes What is the biggest mistake CRM users can make? CRM Records which are assigned to employees who have left the organisation. E.g., Leads, Opportunities and tickets which are associated with employees who have already left the organisation. We call these … Read More