Category Archives: Customer Relationship Management (CRM)

Why Website Personalization Matters

Static sites are primitive and not compelling but once personalization is done well, you will find visitors engaged by the content that has been tailored to them, resulting in purchases, engaged members and return visits. Offline personalization is everywhere and used to increase revenue by focusing on customer service, personal […]

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You’ve Heard of Candy Crush, Now Check out CRM Crush!

Avoid the pitfalls of managing your customers and projects without Insightly Small Business Customer Relationship Management (CRM). We understand that many small businesses are "addicted" to doing business inefficiently – they want to be more efficient or productive, but it's a struggle to break a habit and try something new.  […]

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Insightly Small Business Customer Relationship Management (CRM) Overview

Running a small business? Learn how Insightly Can Change Your Life! Insightly customer relationship management (CRM) is the #1 online application that small businesses use to deal with the vital task of efficiently managing contacts, organizations, partners and vendors. Beyond just a CRM, Insightly uniquely offers a project management system […]

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The Right Way to Do Exchange in the Cloud

In this white paper, we look at the best way for enterprises to make the move to the cloud and explore how to ensure that security, scalability, and flexibility are not compromised. For the past decade, front office and back office systems, such as CRM, payroll, and document management, have […]

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CRM Strategies for the Social Customer

How to effectively develop and execute a social CRM strategy. In the social world, customers are now in control of the conversation, deciding when to communicate with your business. They no longer rely on the brand or company experts, and instead turn to their trusted peers to get what they […]

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T&E Expense Management and the Social Enterprise

With expenses related to Travel and Entertainment (T&E) encompassing 8% to 12% of the average organization’s total budget, it is critical for companies across the globe to leverage technology to lower costs and increase adoption of T&E policies. This Analyst Insight dives-deep into these technologies, including the notion of “the […]

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Meet Customers In Their Moments of Truth

Meet Customers In Their Moments of Truth Subscription business models have done more to change customer-facing businesses over the last 20 years than almost any other development. Some people might say that cloud computing, mobile, or social technologies should lead the list, but these technologies only react service supply modes—the […]

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Essential Engagement: How Chat Changes Everything

Customer Service Trends: How Chat Changes Everything. Today, instant access to information is expected in virtually every online experience. Customers want to find what they need quickly and easily. Incorporating a chat feature provides an effective way to engage with customers — even before they ask for help. Read the […]

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The New DIY Customer: Smarter, Quicker, More Self-Reliant

Customer Service Trends: The New DIY Customer. Cloud-based, knowledge-centered support offers a complete solution — giving customers what they want, while equipping agents with the necessary tools to increase productivity and provide exceptional customer experiences. Read the free report, The New DIY Customer: Smarter, Quicker, More Self-Reliant, and be able […]

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Reducing Piracy, Growing Revenue — and Strengthening Customer Relationships, Too

Reducing Piracy, Growing Revenue — and Strengthening Customer Relationships, Too A customer-centric approach to piracy that works, based on rock-solid data from CodeArmor® Intelligence A leading global EDA provider that builds state-of-the-art software to simulate large-scale engineering problems realized that software piracy represented a significant threat to their revenue. Cracked […]

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Tested CRM Solutions to Increase Sales and Retain Valuable Customers

CRM systems are increasingly being used by businesses to acquire, retain and grow profitable customer relationships, helping companies precisely identify and connect various customer data across systems. The better you can manage relationships with your customers, the more successful your business will become. CRM should be viewed as a strategy […]

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Using CRM Creatively

How New Applications of an Established System Add Value. For many, CRM’s name explains its full function — managing customer relationships. But we beg to differ. Our CRM expert offers a different perspective on your current or future CRM system. Practically any industry or activity can benefit from a CRM […]

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Adobe EchoSign for Microsoft Dynamics CRM

Learn how to send, sign, track, and file contracts without leaving Microsoft Dynamics CRM. Seal any deal quickly, easily, and securely with Adobe EchoSign for Microsoft Dynamics CRM. It runs transparently inside your Microsoft Dynamics ecosystem, which speeds up sales cycles and reduces frustrating delays. With EchoSign for Microsoft Dynamics […]

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Effective CRM solutions for SMBs

Learn about the many choices, challenges and benefits to select and implement a cost-effective and integrated CRM solution. An effective CRM solution for small to medium sized business involves many challenges. The important findings of this paper include: Improving business efficiencies and driving increased revenues should be the primary selection […]

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