crm customization

4 Essential Perks That Come With CRM Customization

CRM Customization

CRM Customization – The lead-to-sale process varies from business to business because companies do not necessarily operate in the same way. While standard, general-purpose CRMs are easy to implement right away, they force organizations to align their processes with generic, default system features, rather than the solutions mapping onto the business’ way of doing things … Continue reading

CRM Customization is the Key to Success

CRM Customization is key to CRM success

Sales leaders searching for CRM and sales management solutions typically have Dashboards and Reports high on their shopping list.  Unfortunately, they’re often misled by the sexy demos they see and only learn about key limitations after they’ve made a commitment and it’s too late. Imagine two car sales people traveling to the Amazon to sell … Continue reading

CRM Measures Engagement, not Just Activity

Customer Engagement Dashboard

Measuring salespeople’s performance is a journey, not a destination.   Measuring sales results is step one.  Step two is measuring sales activity.  Step three is the when CRM measures engagement. For most, just knowing the number of leads generated or calls made is a huge step forward.If you’re not measuring basic things like this, then … Continue reading

Organize Customers with Multi-Select Drop Downs

SalesNexus introduced new “multi-select” drop downs to organize customers in your CRM. Previously customers often created large “grids” of check boxes in order to track and categorize customers that required large amounts of screen real estate and made searching for lists of customers based on these categories complex. Now customers can be tagged with multiple … Continue reading

CRM Cost – How much does CRM really cost?

CRM Implementation Success

Determining the real cost of purchasing (or subscribing to) implementing and maintaining a Customer Relationship Management (CRM) system is undoubtedly a challenge.  And that’s before you begin running the numbers on what the return on that investment in CRM will be! And truly, that IS the point.  Ultimately, the overall cost of the CRM should … Continue reading

CRM Cost – How much does CRM really cost?

Determining the real cost of purchasing (or subscribing to) implementing and maintaining a Customer Relationship Management (CRM) system is undoubtedly a challenge.  And that’s before you begin running the numbers on what the return on that investment in CRM will be! And truly, that IS the point.  Ultimately, the overall cost of the CRM should … Continue reading

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