By Imogen Lloyd on Fri 28 July 2023 in CRM

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.

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 Victoria Dyke on Tue 03 September 2013 in CRM

Pretty much all CRM implementations are based on the ‘Empty Box CRM’ model, where you start with effectively an empty system and you build the data as you go. – Seems perfectly sensible & viable?

By Stuart McLaren on Thu 26 April 2012 in CRM

Our first CRM Best Practice blog explained that the right way to go about a CRM project is to forget about the detail to begin with and concentrate on the bigger picture.