crm implementation

EMAIL DELIVERY: Technical Configuration Guide

Success in email marketing involves taking care of a number of details, some obvious and some essentially hidden from view. Some of the technical aspects of it can get quite confusing and overwhelming if you’re trying it out for the first time. We created this guide to help you understand and address some of these … Continue reading

RampedUp Data Integration in SalesNexus

SalesNexus is integrated with RampedUp to provide SalesNexus users instant access to additional contact information for any contact added to SalesNexus. If all you have is an email, SalesNexus now allows you to instantly add Company, Title, Phone, Address and other details to the contact! How it works First, open up the contacts page. Next, … Continue reading

Why SMBs need an online CRM solution

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With the online CRM solutions available today, you can integrate your sales and marketing strategies to nurture your leads. In this podcast, SalesNexus CEO Craig Klein speaks with MarTech Podcast host Benjamin Shapiro about the reasons small-medium businesses could take advantage of an online CRM solution to service their customers and scale their business. Learn how … Continue reading

CRM Customization is the Key to Success

CRM Customization is the Key to Success

Sales leaders searching for CRM and sales management solutions typically have Dashboards and Reports high on their shopping list.  Unfortunately, they’re often misled by the sexy demos they see and only learn about key limitations after they’ve made a commitment and it’s too late. Imagine two car sales people traveling to the Amazon to sell … Continue reading

CRM Implementation Success Grows Business Valuation So You Can Sell Faster

CRM Implementation Success Grows Business Valuation So You Can Sell Faster

After years of running your business, have you thought about selling it for a substantial profit? If you haven’t evaluated your business lately, you might end up discovering some surprises on what it’s really worth. While you probably think of your business value as all revenue and profits, buyers look at many other variables. Part … Continue reading

Road Map to CRM Success

Road Map to CRM Success

Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to … Continue reading

How to Write a CRM RFP

How to Write a CRM RFP

Deciding to write a CRM RFP is a tough decision for most organizations.   (Acronym Disambiguation: CRM = Customer Relationship Management; RFP = Request for Proposal). Typical businesses decide to implement a new CRM solution, for the first time or to replace an existing solution, and go through a “selection process” that is loosely structured.  Typically … Continue reading

CRM Training Success

CRM Training Success

Effective CRM training is the key to getting your sales team onboard and off to a fast start, without disrupting their sales efforts. Lack of user adoption is the #1 killer of CRM rollouts.  However, typical training approaches can err on both sides of the equation, too much information as well as not enough. Common … Continue reading

Sales Team Survey Questions

Sales Team Survey Questions

You know its a great idea to survey your customers about various things.  Have you ever thought about surveying your sales team? Whether you’ve hit a sales growth ceiling, are entering new markets or planning new hiring, a survey can be a great way to be sure you clearly see the biggest challenges and opportunities … Continue reading

The Ideal CRM Implementation Plan

Ideal Online CRM Implementation Plan

There are hundreds of CRM solutions available with a vast array of features for every type of user, industry and situation.  Yet half of CRM implementations fail to reach the goals management has for the CRM system. In most cases, CRM failure comes in the planning and implementation.  Too often, executives expect the CRM to … Continue reading