By Olivia Mascarenhas on Thu 30 June 2022
in
CRM
Being able to fully make the most of the functionality-rich nature of a CRM comes solely from having all of the correct foundations in place. To do this, let’s bring it back to the basics and explore the all-important configuration set ups to set your business up for success with a CRM system.
By Lucy Crossland on Tue 28 June 2022
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CRM
For a B2B Wholesaler, Manufacturer or Distributor, the needs of a CRM could not be more different to a service-based business. Beyond needing the “traditional” CRM requirements that most CRMs offer, they have unique and distinct differences that require a more specialised CRM that goes beyond just storing customer information and tracking sales enquiries.
By Olivia Mascarenhas on Thu 21 April 2022
in
CRM
A great CRM system for a product business should mean your sales and services team are fully Stock-Aware. But there's the potential for small yet avoidable usage errors. To ensure you aren't falling into these mistakes, we've compiled a list of the top 5 most common CRM usage errors you should avoid.
By Jessica Heald & Abigail Shevlin on Thu 16 January 2020
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CRM
As a B2B company, your unique processes need to be matched by a system that can provide that extra functionality you are looking for. Through a Stock-Aware CRM, take a look at how you can grow a profitable Wholesale, Distributor or Manufacturing business!
By Jessica Heald on Thu 12 September 2019
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CRM
There are many advantages of having a CRM system in place. But for Wholesalers, the true benefits can only be gained from having the right type of CRM...
By Jessica Heald on Tue 03 September 2019
in
CRM
Now that you know what Stock-Aware CRM is and why Wholesalers, Distributors & Manufacturers can’t live without it, let us run you through some of the common misconceptions that we see and hear all too often...
By Jessica Heald on Fri 28 June 2019
in
CRM
Wholesalers, Distributors and Manufacturers who sell physical products from stock B2B experience very unique operational challenges, meaning ordinary CRM's fall short of what they require. Here are just 10 reasons why Stock-Aware CRM is an absolute must-have for these types of businesses!
By Jessica Heald on Tue 04 June 2019
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CRM
Hopefully, you’ve managed to have a quick read of Part 1 first…if not, here it is!
So now that we’ve established the type of business you operate, let us briefly tell you why your Sales teams need a different type of CRM to meet their unique requirements.
By CRM Switch on Mon 04 March 2019
in
CRM
If you’re confused about the difference between customer relationship management software (CRM), and marketing automation software, you’re not alone!
By Response Source on Fri 08 February 2019
in
CRM
The right CRM can work magic, serving as a single platform that can span across the entire breadth of an organisation. In 2019, an effective CRM can provide your SME with an opportunity to proactively anticipate customer needs and guide the customer experience while streamlining and unifying disparate areas of the business.