Spreadsheets are like the Swiss Army knives of data management for small businesses and startups—handy and often free! But when you’re juggling thousands of clients, using them for customer relationship management (CRM) is like trying to catch a greased pig; it just doesn’t work well. Sure, spreadsheets can do basic analytics, but they come with...Read More

In the business world today, generative artificial intelligence technologies such as ChatGPT and Google Gemini are the superheroes, rushing in to rescue the day with content generation, corporate planning, and more. Success really relies on the quality of inputs or prompts provided to these AI sidekicks given 87% of businesses either testing or employing these...Read More

One of the most common questions I am asked about Act! is should I save contact information in HISTORIES or NOTES.I’II explain when to use each and why it matters. Due to the significant differences between NOTES and HISTORIES, choosing the wrong one will severely limit your data insights.Uses in real life NOTES “Frank is...Read More

IntroductionIn today’s fiercely competitive business landscape, effective customer relationship management (CRM) is a crucial factor in driving growth, enhancing customer satisfaction, and achieving sustainable success. However, the intricacies of CRM systems and the challenges they present can be overwhelming for businesses. This is where the expertise of a CRM consultant becomes invaluable. By engaging a...Read More

IntroductionHave you ever pondered the profound role of CRM consultants and the immense benefits they can bring to your business? In the ever-evolving realm of customer relationship management, the expertise and guidance of CRM consultants have become an indispensable asset for companies yearning to thrive in today’s fiercely competitive landscape.Prepare to embark on an exhilarating...Read More

IntroductionIn today’s fast-paced and highly competitive business world, building and nurturing strong customer relationships are essential for the success of any organisation. However, achieving this requires effective management and a deep understanding of customer needs and preferences. This is where Customer Relationship Management (CRM) systems come into play.In this article, we will explore the significance...Read More

What is a CRM Consultant?A CRM consultant is a skilled professional who helps businesses make the most out of their CRM systems. They go beyond just setting up the technology and offer valuable advice and customised solutions based on the organization’s goals and challenges.Furthermore, a CRM consultant is responsible for training employees, making sure they...Read More

What is CRM?Customer Relationship Management (CRM) is a broad term. It covers all the strategies, techniques, and technologies used by businesses. These are used to manage and analyse customer interactions and data during the customer lifecycle.The primary goal of this action is to improve business relationships with customers. It can also help retain existing customers,...Read More