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78 articles in "CRM".

Setting Up the Essentials: 6 Crucial CRM Configurations

By Olivia Mascarenhas on Thu 30 June 2022 in CRM

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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.

3 Ways a Stock-Aware CRM can Help Grow your B2B Product Business

By Lucy Crossland on Tue 28 June 2022 in CRM

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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.

5 CRM Usage Errors to Avoid

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.

Growing a Profitable Wholesale, Distributor or Manufacturing Business

By Jessica Heald & Abigail Shevlin on Thu 16 January 2020 in CRM

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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!

Benefits of CRM for Wholesale Companies

By Jessica Heald on Thu 12 September 2019 in CRM

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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...

The 7 Deadly Sins of Stock-Aware CRM

By Jessica Heald on Tue 03 September 2019 in CRM

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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...

10 Reasons Why Wholesalers Need Stock-Aware CRM

By Jessica Heald on Fri 28 June 2019 in CRM

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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!

What is Stock-Aware CRM? (Part 2: Sales Teams)

By Jessica Heald on Tue 04 June 2019 in 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.

CRM And Marketing Automation: What's The Difference?

By CRM Switch on Mon 04 March 2019 in CRM

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If you’re confused about the difference between customer relationship management software (CRM), and marketing automation software, you’re not alone!

The SME Guide to CRM in 2019

By Response Source on Fri 08 February 2019 in CRM

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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. 

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