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Build better customer service with CRM equipment profiles

We all think of a CRM (customer relationship management) system as a database of customer information. Consider the detail that goes into a customer or contact profile. You’ve got basics, like name, company info, contacts and even personal notes. Take the same concept of detail and think about how you can use it to build [...]

By | 2017-06-02T06:29:47+00:00 August 30th, 2016|JibeCRM, Microsoft Dynamics, Process, Strategy and Planning|0 Comments

Let’s Get Sales and Marketing Working Together

Do your sales and marketing departments talk? Do they feel like two separate worlds, with their own goals, strategies and ideas on what success looks like? If so, you’re not alone. But if this doesn’t change, you might get left behind. A strong customer relationship management (CRM) system can help you rethink the two department [...]

By | 2017-06-02T06:29:47+00:00 June 30th, 2016|JibeCRM, Marketing, Process, Sales, Strategy and Planning|0 Comments

Make your CRM training count

A great training experience means user adoption, great ROI A CRM can make a tremendous difference to your business culture and your business success. One of the keys to success is successful training of system users. Here’s a list of ideas to support your training and reach the potential ROI of your CRM system. 1.) [...]

By | 2017-06-02T06:29:48+00:00 March 15th, 2016|JibeCRM, Training|0 Comments
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