By Olivia Smith on Thu 20 April 2023 in CRM

It can be difficult to know where to start when selecting the right CRM onboarding package that fits within your budget. While it is an additional cost, user onboarding is a pivotal factor in getting value from your CRM quickly. So, we’ve put together the ultimate pricing guide that’ll help you choose an onboarding package that suits your needs.

By Imogen Lloyd on Fri 14 April 2023 in CRM

The right CRM can be one of the most effective tools for elevating business performance and productivity. However, time and time again we see businesses investing in a CRM that not only isn’t a good fit, but even hinders their growth potential. To combat this, we’ve pooled together the top 3 signs your CRM isn’t right for you so you can make the change before it’s too late.

By Olivia Smith on Thu 13 April 2023 in CRM

Thinking of investing in a CRM system for your business but have no clue where to start? Here’s our guide on what to look out for, how to identify whether a CRM is good value for money, and how to carry out effective research to make sure you’re purchasing the right CRM for you.

By Jessica Nash on Fri 31 March 2023 in CRM

RFM was first introduced almost 30 years ago and, despite the concept being easy to understand, its implementation couldn’t be more onerous. In this blog, we explain why RFM’s potential is still untapped, and how product sellers can overlook its challenges to get straight to reaping its rewards.

By ProspectSoft on Fri 24 March 2023 in CRM

From quoting to RFM segmentation, sign up and learn how stock-aware CRM streamlines the B2B sales process and improves stock visibility by extracting valuable sales and product data that's concealed within your back-office system.

By Olivia Smith on Thu 23 March 2023 in CRM

Data is the heart of all CRM systems and, when input correctly, can be utilised to heighten product, customer, and sales awareness. But data can be affected by a whole host of variables that can’t always be controlled by an automated system. So, how can CRM help when your data becomes faulty?

By ProspectSoft on Mon 21 November 2022 in CRM

Want to save money and use a more fitting CRM for your type of business, that has tighter integration to your Unleashed system – all without disrupting business as usual activities?

By Olivia Mascarenhas on Tue 23 August 2022 in CRM

CRM systems are typically aimed at strengthening processes within Sales and Marketing teams. But a great CRM system shouldn’t operate as a silo – it should be a tool that all key functions of the business can use to excel in their role.

By Jessica Nash on Thu 18 August 2022 in CRM

Totally mystified about the Magic Matrix? Let us introduce the concept and why it’s the ultimate upsell and cross-selling tool for B2B wholesalers, distributors and manufacturers.

By Lucy Crossland on Fri 08 July 2022 in CRM

Choosing and implementing a CRM system takes time and consideration, and when there are hundreds of options to choose from, it can be tricky to know where to start. Whether you’ve used a CRM before, or are looking to build the right tech stack for your business from scratch, here are some key considerations that’ll help you save time, and critically, help you make the right choice.