The True Cost of Implementing CRM & Marketing Automation

Investing in software for your business is a critical, yet sometimes substantial expense. This article is going to help you understand the true cost of implementing your software and how to avoid costly and ineffective solutions.

Filed under crm, cloud, marketing automation

Are Data Silos Creating a Big Data Problem for Your Company?

If it’s sitting in solos across your company in databases, in disconnected legacy, online systems, in excel or individual outlook files? Let’s consider how you would enjoy access to all this data in a single consolidated view.

Filed under data, crm, cool life, silos, consoliidadtion, investment banking

The Future of Mobile CRM

Traditionally, CRM has been associated with lead tracking, contact management, and post-sales customer service support. At Mavenlink, we believe that there is a missing element in this definition—professional service delivery and the customer relationship management that happens after the sale, via project management and financial tracking through to payment and reporting.

Filed under crm, customer relationship management, toolset, vital role, development, social features

10 Reasons Why Sales People Need CRM

Most sales managers see the benefits of a Customer Relationship Management (CRM) system. In CRM their sales data is stored centrally and presented in an easy-to-follow format, allowing them to monitor sales processes, staff performance and, as a result, optimize selling.

Filed under crm, customer relationship management, toolset, best practices, development

Website Design And Development Guidelines For 2018

It’s time to end bad websites, once and for all. Let’s take a look at how clients and developers perpetrate this trend of low-quality websites and pinpoint new design and development standards in 2018 that will help end this vicious cycle of “all-surface-no-substance” sites.

Filed under web desig, web site, toolset, crm, best practices, development

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Is CRM essential for your small business? Probably

Before you start comparing vendors, determine whether a customer relationship management system is right for your business. Hint: it probably is.

Mobile CRM In Practice

Why a Mobile CRM is a Necessity, Not a Luxury

Sales professionals travel, meet with clients, attend events, and work remotely some or all of the time. They use multiple devices like cell phones and tablets to stay connected and conduct business when they’re not in the office.

How do I sync my Outlook contacts with my Cool Life CRM?