The IGNITE BlogSmall Business CRM Tips and Tricks to Fire You Up!
Azamba Consulting Group is merging with QuantaCRM to add Microsoft Dynamics sales and support to our services.read more
On past episodes of CRM 101, we’ve defined some important, entry-level CRM terms you’ll need to know as you begin your CRM exploration or implementation.
But I still often get asked the difference between a lead and an opportunity in CRM. So let’s dive into that today.
Are you new to the CRM morpheme scheme and looking to learn the language? Perfect your dialect? Enhance your parlance? Enact some spectacular CRM vernacular?
Then look no further!
We all know that CRM is a great tool for salespeople. They’re able to track their sales, progress their opportunities, et cetera.
What you may not know is that CRM is also great for customer service. CRM helps your customer service team manage their daily workload, and enables them to enter the information they learn on a daily basis into CRM.
With both departments entering information that is then shared across CRM, what CRM can really do is bridge the gap between customer service and sales.
Today we’re going over some more CRM terms that every beginner needs to know. This time, we’ll cover Dashboards, Entities, Fields, Grids, and Labels.read more
I’ve been helping small businesses with CRM for about 15 years now, and one of the questions I get asked a lot is this: How will CRM benefit me and my organization?
The way we approach things here at Azamba, there are two main benefits of CRM we’ll explore.
We all know that CRM can perform a lot of fancy functions and automations that do a lot for our business. However, today we’re going to be focusing on basic CRM functions.
In this video and post, I’ll show you some of those basic functions, and hopefully get you started with using CRM.read more
I’ve worked with hundreds of businesses over the last 10 years as they decide whether they should get CRM. A lot of people ask me, “Why should I get CRM?” The answer varies: it depends on your particular business, your sales needs, your marketing, and your customer service needs.read more
Implementing a CRM solution is a big undertaking. If you don’t have a solid plan, your CRM implementation could be delayed, slowed, or worse, could fail. To smooth your implementation process, make sure you do these five things before adopting CRM.read more
CRM stands for Customer Relationship Management, which already hints at one of the primary benefits of using a CRM system like Microsoft Dynamics 365. But there’s a lot more to CRM systems than just managing your relationships with customers!
So what is CRM, exactly, and how does it go above and beyond its name?
My last article discussed the differences between the classic Sage CRM Outlook Integration and Exchange Integration. This is a follow-up article, since synching applications is such a deal breaker these days. Over my years of consulting, I have come across numerous...read more
New Sage X3 - Sage CRM Integration Let’s face it, most CRM systems out there do a great job at Lead Management and Salesforce Automation but fall short when integrated with back office ERP. This is quite evident in the SMB (small and medium-sized business) space where...read more
I frequently receive questions from clients about the differences between the Outlook Integration with Sage CRM and the Exchange Integration. Essentially, the two methods of synching data between Outlook and CRM actually transfer the same data, but they are...read more
If, after upgrading Sage CRM from 7.1 to any later version of Sage CRM, an error message appears after opening the gadget template in the Dashboard, then the issue is likely caused by data issues on the Notification gadgets in the LPGadget table. In order to eliminate...read more
Learn How to Customize Views and Lists the Easy Way in Sage CRM 2017 If you’ve used business software in the past, you’re familiar with customizations, the code snippets that your reseller created for your system to make it efficient for your specific business...read more
And why Sage CRM users are breathing easier in 2017.read more
Explore the Latest Features of Sage CRM 2017 R1 Sage is set to release the Sage CRM 2017 R1 to their Partners for initial review during the week of November 28th. A general release date to Customers and End Users has not been set, but we anticipate this to occur...read more
Improve productivity and communication to keep your team and your customers happy.read more