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Over the past month we have been discussing the benefits of using client relationship management (CRM) software to improve client relationships and streamline sales, marketing, and customer service processes. From accurate sales forecasting to providing companies with a complete sales order history, CRM software adds value to the organization in practically every area. As we discussed last week, even ERP software is strengthened by an effective client relationship management solution! Earlier this year, Sage Software released the latest version of Sage CRM, Version 7.3. This new edition features several new features and enhancements, including a new suite of business accelerators for sales, email marketing integration, and mobile options. This upgrade extends the capabilities of Sage CRM, allowing businesses to further improve their client relationships and more effectively meet sales goals. By addressing the key business challenges busy sales departments face every day, Sage has created a client relationship management system built to last. Take a look at some of the most noteworthy enhancements: Client Relationship Management with a New, Contemporary Look Sage has improved user experience by giving Sage CRM a modern facelift. New navigation options and the new UI theme make navigating the software more intuitive and easier than […]

Enterprise software, commonly referred to as enterprise resource planning or ERP software, is designed to support the operations of the business. Client relationship management (CRM) software, on the other hand, is designed to support the relationship part of the business. Where ERP software focuses on ensuring that the product gets made or the service gets delivers, CRM software focuses on maintaining a positive relationship with the client who receives the item and supporting the item’s life after it has been delivered. At first glance, ERP and CRM are nothing alike. Used for two different purposes, each system has its own set of capabilities, benefits and payoffs. When paired together, however, they complement one another and provide businesses with a comprehensive software package to sustain growth, lower costs, and improve overall efficiency. What Makes Enterprise Software Unique? Before we take a look at the benefits of using client relationship management and enterprise software together, you need to understand the strengths unique to each solution. For years, enterprise software has been the primary software platform of accounting and operations. By providing the necessary functions to support the business (such as inventory management, record keeping, data collection, etc.), ERP software is crucial to […]

Is it Time to Replace Spreadsheets with Client Relationship Management Software? Whether you want to or not, sales forecasting is a necessary part of running a business. Companies use sales forecasts to determine their position in the market, plan for future inventory and scheduling needs, and create effective strategies to meet predetermined business goals. Sales forecasts do not predict the future. They can, however, help businesses plan for the future and be better prepared to meet whatever happens along the way. Even in today’s technology-heavy world, many businesses still rely on spreadsheets for sales forecasting. While spreadsheets are a great tool for building lists, creating budgets and generating basic reports, they are not effective in the area of sales forecasting. Not only are they inefficient and cumbersome to maintain, but they are also limited in the information they provide. Businesses often unknowingly pay a high price when they use spreadsheets to create sales forecasts, for spreadsheets take a lot of time to create and maintain and are often filled with data inaccuracies. In the most extreme cases, this can even translate into lost sales and unmet revenue goals. If your company is struggling to create accurate sales forecasts or if […]

Client relationship management (CRM) systems were originally designed as a database capable of storing the most important client details and order information. Over the years, it has evolved into a capable system not only used to store important client records and information but to also manage marketing, sales and customer service processes. Companies around the world use CRM software on a daily basis to manage the day-to-day tasks involved in serving clients. From creating new and innovative marketing campaigns to measuring client engagement over a specific period of time, CRM software has many uses to the modern day business. One of CRM’s most critical functions, however, lies in its ability to support the customer service department. From its moment of origin, CRM software was designed to serve as the company’s central source for important customer details: names, addresses, phone numbers, order histories, inquiries, service requests, etc. CRM is a treasure-trove of information, holding the answer to virtually any question you could ever have about your clients. It paints the picture of each client’s history with your company, allowing you to better serve and support the client now and in the future. 4 Convincing Reasons Your Customer Service Departments Needs Client […]

Today’s world is highly connected. In a moment’s time, you can open your Internet browser, see what is happening around the world, chat with a colleague or friend, and place an order for a product or service sold in another country – all without leaving the comfort of your own desk. While globalization has certainly opened up new opportunities for businesses in terms of reaching untapped markets, it has also further complicated the balancing act known as client relationship management. In the past, businesses only had to compete with companies who sold or provided similar products and services in their community. Today, however, they are having to compete with companies all over the world, whether they be mere cities away or entire continents away. As new stores and suppliers emerge, companies are having to develop new strategies for winning new clients and retaining existing ones. While no one can deny that globalization has had a positive impact on the consumer, we must acknowledge the challenges globalization presents to modern-day businesses, particularly in the area of client retention. Client Relationship Management: The Importance of Communicating Value in Today’s Global Market In order to improve client retention, you have to change the […]