Category Archives: Customer Relationship Managemnet

Dedicate This Small Business Week to Building Lasting Customer Relationships

John Oechsle — May 4, 2019 Follow @hjoech — May 4, 2019 Move over, Cinco de Mayo! This year, May 5 kicks off another holiday of sorts and one the US small business community has had circled all year long: National Small Business Week. For the past 56 years, we’ve set aside one week to … Continue reading Dedicate This Small Business Week to Building Lasting Customer Relationships

4 simple ways small businesses can use data to build better customer relationships

An effective CRM strategy needs to include a way to collect, organize and take action with your data. Darcy Kurtz on March 1, 2019   In a world where customers are bombarded across every possible channel with brand messages, targeting is more important than ever before. Small businesses need to be able to make their … Continue reading 4 simple ways small businesses can use data to build better customer relationships

10 Awesome Tips for Small Businesses to Maintain Strong Customer Relationships

Abhishek Talreja — January 11, 2019 Follow @Abhishekt5 — January 11, 2019 As a small business owner, you may feel overwhelmed by everyday challenges. Small businesses have to keep looking for new clients. There’s a constant pressure of daily expenditures. Imagine a situation where you didn’t have to run around and chase new clients all … Continue reading 10 Awesome Tips for Small Businesses to Maintain Strong Customer Relationships

Let CRM Guide Your Holiday Season Sales Strategy with These 12 Steps

John Oechsle — December 17, 2018 Follow @hjoech — December 17, 2018 It’s time for a CRM Christmas Whether you work in insurance, financial services, retail or ecommerce, the holiday selling season has arrived. Consumers are looking to fill stockings, organizations are looking to set their budgets for Q1 and professionals have an eye out … Continue reading Let CRM Guide Your Holiday Season Sales Strategy with These 12 Steps

How to Get High CRM Adoption at Your Brokerage

Mike Brady — November 7, 2018 — November 7, 2018 PublicDomainPictures / Pixabay Key Takeaways High adoption is critical to achieving high ROI on your CRM investment. Low CRM adoption is usually caused by a lack of prioritization, technology fatigue, password overload, and difficult-to-use CRMs. You can get high CRM adoption by choosing a CRM … Continue reading How to Get High CRM Adoption at Your Brokerage

Agencies must now confirm client relationships before enabling Facebook Pixel and event sets

Aiming to be more transparent about ad targeting practices, Facebook is updating policies attached to its Pixel and event sets. Amy Gesenhues on November 1, 2018 at 11:00 am Facebook is updating its policies around who can enable its Pixel and event sets, now requiring agencies to confirm their relationship with clients before leveraging either … Continue reading Agencies must now confirm client relationships before enabling Facebook Pixel and event sets