Smarter Business Blog - Smarter Business

CRM versus Spreadsheets

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...

How to get the best results from AI? AI prompt mistakes to avoid!

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...

Act! – Histories vrs Notes

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....

Graphics of a CRM consultant with a client

Why Hire a CRM Consultant? Leveraging Expertise for Successful CRM Implementation and Management

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...

CRM Consultancy – How does it work?

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...

Understanding the Significance of CRM Implementation

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...

What Does A CRM Consultant Do? Their Roles and Responsibilities

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...

What is CRM and Why is it Crucial for Your Business?

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...