Customer relationship management

11 Ways We Solve Your Business Information Problems

Managing a small business involves solving a constant stream of information problems we didn’t know existed, or at least didn’t expect. It does for me, and probably does for you? One problem we don’t need is organising our information so we can find it when we need it. So we don’t forget important tasks, so [...]

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Now Everybody Has a Front Office

Front Office Box

Front Office is rapidly becoming a modern generic term. Everybody seems to be recognising the need to have a Front Office, but I wonder if they’ve done the extra thinking about processes and systems. Without the right philosophy and tools any Front Office is nothing more than a new name for the typical call centre, [...]

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Waving to Myself – Am I Really That Sad

CRM

Image by avlxyz via Flickr Google Wave Matures, or does it? Has Google Wave come of age as a business tool? Does it have a role in Customer Service and CRM applications. Will it be a natural component in any company IT architecture? We’ve been trying it out again to find out the answers to [...]

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Consultants CRM for Smart Professionals

Front Office Box

Consultants need smart, intelligent CRM software to match the way they work. Creating value for clients depends upon insight to understand problems, imagination to design solutions, and flexibility to implement them – no two jobs are the same. Creating value for themselves on the other hand depends upon organisation of resources and efficient operations. CRM [...]

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7 Measures of Sales Performance in Relationship Management

Sales Manager

A measure of relationship management is a crucial element of sales performance. Once the customer relationship has been established, the sales guys job should be about driving more value from it. This isn’t just the age old difference between hunters and farmers. Sales reps charged with farming an account should also be hunting out new [...]

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Sales Pipeline Management Isn’t CRM

SPPM

Sales Pipeline Management isn’t the same as CRM even though most people put the two together. Actually they get confused by all the B/S they come across on the web. Unfortunately there are too many who know nothing about either publishing about both. So the world has this murky picture of contact management, sales force [...]

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Three Reasons a Sales Rep Should Keep a Personal CRM

CRM

For those of us in sales our Personal CRM helps us know what we’re doing, without sharing everything with the boss – we’re in control. crm system is portable – we can take it with us when we move on. Our data is an asset, making us more attractive than the next guy when the [...]

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Using Outlook for CRM

CRM

Can I Use Outlook for CRM? Lots of people do so the answer must be “yes”. Just like lots of people use stickies, or whiteboards, or spreadsheets for CRM. But changing the question might warrant a very different response. Can I use Outlook for joining my processes and information in a system which really helps [...]

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Sales Prospect List Spreadsheet

Sales Manager

Sales prospect list spreadsheet is pretty much a standard tool for most smaller businesses.? We used to do it that way ourselves but there are lots of limitations. After all the spreadsheet is designed to make calculations on numbers. Microsoft might call Excel a database but that’s rubbish – it’s a calculator. It’s definitely sub-optimal [...]

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