Category Archives: Customer Relationship Managemnet

CRM: What Your Small Business Needs to Know About Customer Relationship Management

Mary Lister November 13, 2020 You’ve probably heard of CRM software—used it in the past, gotten sales calls about adopting one, wistfully wished your customer data was nicely organized inside one. But if you haven’t, don’t worry. I myself was once a wet-behind-the-ears college intern throwing acronyms around like candy without any clear idea what … Continue reading CRM: What Your Small Business Needs to Know About Customer Relationship Management

The Complete Guide to Writing Business Proposals Clients Will Love

John Allen November 12, 2020 Do you want to create business proposals that will bring loyal clients to your company? In a business proposal, you are not simply selling your products and services; you are providing solutions to your clients’ problems. As William James said, “Act if what you do makes a difference. It does.” … Continue reading The Complete Guide to Writing Business Proposals Clients Will Love

Customer Care During Coronavirus [Infographic]

Rachel Alvarez July 13, 2020 With more than half of the world’s population now online, there are billions of people commenting, praising and critiquing your brand across channels every day. Your brand needs to listen and engage with these conversations to improve customer experiences – this was a fact even before COVID-19. Now, as we’re … Continue reading Customer Care During Coronavirus [Infographic]

How to Help Your Clients Weather an Economic Downturn

Hannah Cohen — April 13, 2020 In an earlier post, we talked about managing your agency through a downturn. In this guide, we’ll share tips on managing and marketing your clients during a recession. We might have an economic downturn in the near future. Or we might weather the current storm and witness an economic … Continue reading How to Help Your Clients Weather an Economic Downturn

Fostering relationships is key to managing a martech stack

When developing an organizational plan, navigating workplace culture to find allies will help strike the right balance of martech that works for all. Steve Petersen on February 7, 2020 Whether you work in-house, at an agency, small businesses, enterprise organizations, for-profits and nonprofits, every organization has its own culture. I’ve worked with colleagues in a … Continue reading Fostering relationships is key to managing a martech stack

The Road to Deploying a Call Center System Doesn’t Have to be Bumpy: 4 Essential Steps Toward a Smoother Transition with New Tech

Laura Krajewski — January 31, 2020 Business is all about competition. Today, the big player in that competition is customer experience. A survey by Harris Interactive found that a quarter of U.S. adults don’t feel loyalty toward any type of brand. And, 56% of those surveyed said they’d be at least somewhat likely to switch … Continue reading The Road to Deploying a Call Center System Doesn’t Have to be Bumpy: 4 Essential Steps Toward a Smoother Transition with New Tech

“CRM is not enough:” Nearly 200 martech companies sign pledge to change the data ecosystem for customers

The representatives of the Platform of Independents aim to create flexible martech solutions that work together across the entire technology stack. Jennifer Cannon on January 16, 2020  Ten marketing technology companies are leading an initiative with over 190 co-signatories to publicly pledge to design software that eliminates data siloes by shifting away from a CRM-centric … Continue reading “CRM is not enough:” Nearly 200 martech companies sign pledge to change the data ecosystem for customers

The Top 5 Customer Success Manager Best Practices

Mia Jacobs — December 9, 2019 Customer Success Managers (CSMs) work hard to provide the best customer experience possible by prioritizing customer needs and helping them throughout the customer journey. They monitor the customer experience and their achievement of value. Equipped with insight into customer activity and an understanding of how to prevent churn, they … Continue reading The Top 5 Customer Success Manager Best Practices

ERM Solutions Evolve: The Times Are Changing for Enterprise Relationship Management

Jody Glidden — December 4, 2019 How AI-powered technology innovations have made ERM software more valuable than ever before. Personal interactions versus automated transactions: Which is more likely to propel your business into the future? Both, actually. Today’s buyers expect more from their customer experience. Indeed, they care about how you treat them almost as … Continue reading ERM Solutions Evolve: The Times Are Changing for Enterprise Relationship Management