Category Archives: Customer Relationship Managemnet

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

Using Your Channel Incentive Program To Build Better Partner Relationships

Ingrid Catlin — July 12, 2018 Follow @blueingy — July 12, 2018 FeeLoona / Pixabay If you’re in the manufacturing business, you know just how important it is to maintain strong vendor and partner relationships. You might make the best stoves, microwaves, medical devices, carburetors, pool supplies, and so on, but if you don’t have … Continue reading Using Your Channel Incentive Program To Build Better Partner Relationships

Focus on Building Lasting Customer Relationships this Small Business Week

John Oechsle — April 26, 2018 Follow @hjoech — April 26, 2018 Commit to meaningful interactions and building long-term customer relationships this Small Business Week It’s been 55 years since President John F. Kennedy proclaimed the inaugural Small Business Week. The annual event recognizes the outstanding – and vital – contributions of entrepreneurs and small … Continue reading Focus on Building Lasting Customer Relationships this Small Business Week

How to Form a CRM Implementation Plan That Drives Adoption

Jody Glidden — March 22, 2018 — March 22, 2018 Your CRM implementation might fail. Let that sink in for a second. It’s a scary realization after investing significant time and money into researching, selecting, and deploying a solution. Research has shown that on the high end, upwards of 70% of all CRM projects fail … Continue reading How to Form a CRM Implementation Plan That Drives Adoption

5 Reasons Why Your Team Never Uses Your CRM and How to Fix Them

Jody Glidden — January 31, 2018 — January 31, 2018 Odds are, your firm spent significant time, energy, and capital investing your CRM solution. As a way for your sales and business development teams to become hyper aware of client accounts and manage their relationships, the CRM is necessary for growing your business. But is … Continue reading 5 Reasons Why Your Team Never Uses Your CRM and How to Fix Them

Firing a Customer: Strategies and Options

Ellen Huxtable — January 11, 2018 Follow @abiztweet — January 11, 2018 www_slon_pics / Pixabay Whether you’re corporate or entrepreneurial, firing a customer can create an emotional roller coaster. More than likely, the soon-to-be ex-customer has been a source of frustration, discord, anger and financial loss. You know everyone will breathe easier, but you can … Continue reading Firing a Customer: Strategies and Options