Category Archives: Customer Relationship Managemnet

Process-Driven CRM vs. Traditional CRM: The Advantages at the Glance

Julia KarnaukhOctober 23, 2015 Recent studies predict that by 2016, 70% of high-performing companies will be using business process management platform to handle their processes. Moreover, industry’s experts report the shift of the CRM technologies towards processes and specifically to process-driven CRM. No longer traditional CRM is covering the needs of a rapidly changing business … Continue reading Process-Driven CRM vs. Traditional CRM: The Advantages at the Glance →

4 Steps to Winning Customers on Trust and Convenience This Holiday Season

Tracey WallaceOctober 19, 2015 By this point in the year, most ecommerce companies have already begun strategizing for the holidays, if not fully launched promotions to begin gaining net new customers for the season. After all, studies are showing that many consumers finalize holiday shopping in October –– meaning your promotions need to begin in … Continue reading 4 Steps to Winning Customers on Trust and Convenience This Holiday Season →

Account-Based Marketing: Five Reasons to Start Now for 2016

Kelly J. WaffleOctober 5, 2015 Taking ABM from Theory to Practice Takes Time I have been reading a lot of articles recently about the popularity and proven results of Account-Based Marketing (ABM). In fact, according to SiriusDecisions’ 2015 State of Account-Based Marketing (ABM) Study, more than 90% consider it a “must-have” tactic. However, few of … Continue reading Account-Based Marketing: Five Reasons to Start Now for 2016 →

5 Best Practices On How To Follow-Up With Clients

Sabel HarrisOctober 1, 2015 We consider ourselves follow-up experts. Granted, sometimes these follow-ups are delayed, or they may not contain all of the right words — but we’re human. We’ve written about how to write an effective follow-up email, generated templates for the best follow-ups, and what to do after a follow-up. Although these have … Continue reading 5 Best Practices On How To Follow-Up With Clients →

Hyper-Personalization: How To Use Data To Build Loyal Customer Relationships

Columnist Josh Manion believes retailers can learn a lot from Starbucks, which skillfully leverages data in order to gain customer loyalty and build its brand. Josh Manion on September 2, 2015   What does Starbucks CEO Howard Schultz know that some retailers don’t? In its most recent quarter, Starbucks reported solid earnings that beat expectations, … Continue reading Hyper-Personalization: How To Use Data To Build Loyal Customer Relationships →

How To Keep Your Customers Happy [Infographic]

Kelvin ClaveriaAugust 13, 2015 All companies strive to keep their customers happy. Whether lowering prices (as Indigo Books & Music is doing in Canada), surprising customers with gifts (something that WestJet has mastered) or providing Zappos-like customer service, companies want to project a more customer-centric image. That’s because customer-centricity pays off: IBM‰’s 2013 study, The … Continue reading How To Keep Your Customers Happy [Infographic] →

Marketing Toolkit Essentials: CRM and Email Marketing Software

Kevin BloomJuly 6, 2015 With all of the different marketing software options, it’s easy to get overwhelmed about what your firm really needs to add to enhance its marketing toolkit. While you want to make sure the software you purchase is enough to suit your needs, you also don’t want to spend unnecessary funds on … Continue reading Marketing Toolkit Essentials: CRM and Email Marketing Software →

How to Master the Changing Advisor-Client Relationship

Jay PalterJune 24, 2015 The World Wealth Report (WWR), published annually by Capgemini with RBC Wealth Management, provides an excellent overview of the global high net worth investor (HNWI) market for advisory services. The 2015 report covers four main areas: Growth of the global HNWIs market; Insight into investment strategies employed by HNWIs; Growing desire … Continue reading How to Master the Changing Advisor-Client Relationship →