Is your business becoming ever more reliant on Excel? Whether it’s to track your marketing activities, your sales pipeline, or existing customer interactions? If so, fear not, you are not alone. Excel is such a flexible application and, requiring minimal knowledge to start using it, it’s no wonder organisations both large and small discover that it’s supporting […]
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As Business Relationship Manager here at CRM Insights, a large part of my week is spent engaging in business networking. A role that I relish! I find it so rewarding meeting new people, and finding ways in which I can help them. With business networking being a key way in which many businesses seek to […]
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What is a Sales Pipeline and why is it important?As a business leader it’s likely you’re well aware of the concept of a sales pipeline. But how important is a sales pipeline to the success of your business? How healthy is your current sales pipeline? And how confident are you in its accuracy? In this blog […]
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Just what is marketing automation all about? Or, perhaps you've already started with marketing automation, but you're yet to see any benefit. In this in-depth webinar we explore the topic of marketing automation, along with 6 detailed examples that you can deploy in your business to bring efficiency and effectiveness to your marketing.
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What's your Net Promoter Score? Your first thought might be to ask, what even is a Net Promoter Score? Should you even care? And what does it have to do with my CRM? Well, if you’ve ever seen a survey question like the one below, then you’ve already experienced Net Promoter Score, or NPS for short.NPS is, […]
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Too often people blame the product and not the project! At CRM Insights we’ve helped a lot of people switch to a different CRM system. At the same time, we’ve probably helped a similar number to avoid switching by maximising the value of the system that they already have in place. One of the reasons that people […]
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Integrating your CRM to automate Anti-Money Laundering (AML) processes - an integration exampleIf you provide audit, insolvency, accountancy services, tax advice and trust or company services, your business must be registered for anti-money laundering (AML) supervision. In this blog article I'll discuss an example of how one of our accountancy firm clients integrated their CRM […]
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Migrate from GoldMine CRM? Are you serious?Back in 2008 I had to make a difficult decision. After many, many years invested in GoldMine, it was finally time to move on. To migrate from GoldMine CRM. A decision I didn't take lightly! My relationship with Goldmine had been a long one. I’d written (and sold internationally) add-on […]
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Just what is marketing automation all about? Or, perhaps you've already started with marketing automation, but you're yet to see any benefit. In this in-depth webinar we explore the topic of marketing automation, along with 6 detailed examples that you can deploy in your business to bring efficiency and effectiveness to your marketing.
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Are you about to embark on your CRM journey? Then STOP! Don't go a step further until you've watched this essential webinar.
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