Tag Archives: CRM Activity Management

5 Techniques for Optimizing CRM Data

The data explosion and subsequent mash up of mis-aligned information has led to the biggest area of frustration for users and probably the top reason why CRM programs flounder.

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5 Pitfalls of Do It Yourself CRM Trials

Free Demos often concentrate more on how fast you can copy over what you are using now e.g. an excel spreadsheet as opposed to identifying the objectives you need to drive results. CRM changes everything: without changing your process and updating objectives is this the reason for the epidemic of such low CRM success rates?

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CRM Adoption: Simplify for maximum impact.

The job of modern selling now demands a number of practical skills, CRM is one of them. Here are some ideas at how MosaicCRM makes CRM a more harmonious tool more in sync to how people sell, and what they need to sell, to improve adoption success.

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There is a limit to how much distraction you can afford.

Even the best run organizations place a plethora of non selling activities in front of their sales staff every day. It’s not to say that these are trivial. What I am saying is how much can you afford?

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Dumb Customer Questions

Get you customer to stop tinkering and make a decision. Learn how Account Rating, Opportunity Aging and Automated Fallback systems can help.

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