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78 articles in "CRM".

Top 5 Mistakes Wholesalers, Manufacturers & Distributors Make When Choosing a CRM

By Eleanor Akester on Tue 15 August 2023 in CRM

Biggest Mistakes B2B Product Sellers Make When Choosing a CRM System

CRM software plays a pivotal role in the success of wholesalers, manufacturers, and distributors by streamlining operations, enhancing customer satisfaction, and boosting revenue. However, selecting the right CRM is a complex decision that can significantly impact business outcomes. This article delves into the top five mistakes that businesses in these industries often make when choosing a CRM system.

8 Best Practices for CRM Setup

By Imogen Lloyd on Fri 28 July 2023 in CRM

Best practices for CRM setup

Optimising ROI on your CRM system is only achievable when you put time and effort into the setup process. A CRM system that’s populated with accurate data from the get-go will deliver the best long-term results, so here are some of our best practices for successful CRM setup.

Why You Should Integrate CRM & Inventory Management

By Eleanor Akester on Fri 07 July 2023 in CRM



If you’re constantly switching between browsers and none of your systems communicate with each other, it’s time to start looking at integrated solutions. Discover the merits of a CRM solution that integrates with your Inventory Management system and reap the benefits of a stock-aware Sales team.

Comparing CRM Software

By ProspectSoft on Thu 29 June 2023 in CRM



When there are so many CRM systems to choose from, it can be difficult to know which system is right for you. Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your business - free CRM Comparison Guide included!

When Should You Implement a CRM?

By Olivia Smith on Thu 15 June 2023 in CRM

Signs you need a CRM system

If you're working entirely from spreadsheets and constantly cobbling together fragmented data to produce insights, it might be time to consider software adoption. Whether you're a business struggling to see results or you just feel out of touch with your customers, here are a few tell-tale signs that your current processes need support from CRM.

How to Build, Interpret & Action CRM Reports

By Imogen Lloyd on Mon 12 June 2023 in CRM

How to Build, Action & Interpret CRM Reports

The benefits of data-driven insights from CRM reporting tools are endless, but being able to access these benefits isn’t that simple. In this article, we reveal how to establish an effective CRM reporting system and how to leverage the insights it generates to achieve your long-term business objectives.

Key CRM Functions for B2B Wholesalers, Manufacturers & Distributors

By Eleanor Akester on Thu 25 May 2023 in CRM



In a competitive market, you need to have the right strategies in place to engage customers and set yourself apart from the competition. A modern CRM system with an effective integration scheme and AI-driven technology might be the missing link that takes you from stagnant growth to success.

The Best CRM for Your Business & How to Find It

By Eleanor Akester on Thu 18 May 2023 in CRM



With so many CRM options out there, it can be difficult to settle on one that ticks every box. So, we've collated some CRM 'green flags' to look out for, plus tips on how best to conduct your research. 

6 Powerful B2B CRM Strategies for Wholesalers & Manufacturers [+ Examples]

By Imogen Lloyd on Tue 16 May 2023 in CRM



We've teamed up with Unleashed to share the most effective B2B CRM strategies for wholesalers and manufacturers, as well as how to implement them. In this guest blog, we outline how to scale your business and transform your sales capabilities with the power of CRM.

How Much Are Manual Processes Costing Your Business?

By Olivia Smith on Tue 16 May 2023 in CRM

Manual vs. Automated Processes

Do you know how much manual processes are actually costing your business? See a comparison between the use of manual and automated processes, learn how you can make the switch to automation, and read about how you can create a more productive workforce.

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