Yearly Archives: 2017


How to Use Marketing Automation Throughout the Buying Cycle

It’s no surprise – the relationship between buyers and businesses has changed dramatically over time. Customers are doing most of the “legwork” before a business is even aware that the prospect is in need of a solution. This has transformed the roles and responsibilities of marketing and sales. The new buyer’s journey follows five stages: [...]

By | 2017-12-06T17:58:52+00:00 December 6th, 2017|Marketing|0 Comments

3 Myths About Marketing Automation Busted

According to the Aberdeen Group, it takes an average of 10 marketing-driven “touches” to progress a lead from the top of the funnel to a revenue-generating customer. What’s more, 79% of marketing leads never convert into sales! This poor performance can be attributed to a lack of lead nurturing, and this is where marketing automation [...]

By | 2018-01-03T17:03:02+00:00 November 2nd, 2017|CRM Information|0 Comments

3 Reasons Why We’re Attending D365UG/CRMUG Summit This Year

For Dynamics 365 partners (and users) the D365UG/CRMUG Summit is a must-attend event. Last year, we got the very first look at Dynamics 365 when Microsoft announced the platform’s release during the conference keynote. As a Dynamics partner, this was a major highlight. We got a first-hand look at how Microsoft was evolving Dynamics products [...]

By | 2018-01-03T17:04:24+00:00 October 3rd, 2017|CRM Information|0 Comments

Is Dynamics 365 the Right CRM for Your Senior Living Facility?

Prior to implementing any technology solution at your senior living facility, it’s important to evaluate how a particular solution will meet your requirements, alleviate challenges, and align with your overall business strategy and goals. CRM has been the answer for many organizations looking to manage their customer relationships, collect customer data, and ultimately drive more [...]

By | 2017-09-07T18:17:36+00:00 September 7th, 2017|Dynamics 365, Senior Living|0 Comments

5 Cutting Edge Ways to Use CRM in Senior Living Facilities

It’s time to put down the sticky notes and close the excel spreadsheets. For family-owned senior living facilities, paper-based or spreadsheet-based tracking and reporting have become the norm – putting most locations five to six years behind in their technology investments. For many, it’s a matter of playing catch up. However, based on senior population [...]

By | 2018-01-03T17:07:32+00:00 August 4th, 2017|CRM Information, Senior Living|0 Comments

Beyond Technology – Why CRM Must Be Part of Your Business Strategy

Too often, companies implement technology as a solution without really understanding the overall picture. What they end up with is the ability to do a couple of new things with some bells and whistles that make day-to-day tasks a little bit more efficient. Over the past ten years I’ve worked with many customers who have taken this approach to CRM implementation and [...]

By | 2017-11-29T09:21:31+00:00 July 18th, 2017|CRM Information|0 Comments

6 Ways Customer Service Can Collaborate With Marketing

What can your business do differently today that will improve your customers’ experience? More and more organizations have become laser-focused on unlocking the answer. In the Age of the Customer, marketing is working to find customers to add to the funnel and customer service is working on retaining existing customers. While these departments have often been [...]

By | 2017-08-22T18:46:36+00:00 June 7th, 2017|CRM Information, Marketing|1 Comment

Are You a Follower or a Driver? Understanding the Sales Technology Transformation Curve

The digital world is disrupting how customers buy and the way businesses sell. Today, customers are much more informed, controlling their own buying journey. At the same time, businesses also have more customer data than ever before. There is a huge opportunity for sales leaders to unlock the value of customer data in order to [...]

By | 2017-08-22T19:02:11+00:00 May 2nd, 2017|CRM Information, Technology|0 Comments

Why Digital Transformation is About More Than Technology

Digital transformation is top of mind. Every business wants to be a leader in their industry. Ninety percent of businesses anticipate digital disruption, but less than half (44%) believe their organization is prepared.[1] What’s more, it is a race to the top and a winner-takes-all marketplace. According to Ray Wang, Principal Analyst and Founder of [...]

By | 2017-04-10T07:14:15+00:00 April 3rd, 2017|Technology|0 Comments

Intelligent Customer Service Is the Future

It’s the age of the customer. And customer expectations are high. They anticipate a seamless and consistent customer experience throughout all communication touchpoints with a company. As a result, customer experience is now a top customer service priority. In a Forrester Consulting report titled The Mandate for Intelligent Customer Service, Forrester evaluates how customer service [...]

By | 2017-08-22T19:07:25+00:00 March 1st, 2017|CRM Information|0 Comments
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