You want to increase sales, and you understand that strengthening and managing your professional relationships with customers is the key to your success. So, it's likely you're looking to adopt a Customer Relationship Management (CRM) system. Adopting a software like this isn't as easy as flipping a switch. It takes multiple steps and requires a detailed and organized process. At Acadia, having adopted several software applications for internal use, so we understand what goes into a change like this, and have become quite good at it. Our advice: don't go it alone.Read More
We get it. CRM and CRM reports may not be the most exciting things since cake pops. But really – why invest your time, money and mental health on a system you aren’t using, or aren’t getting the most out of?
Companies are projected to spend $36 billion on CRM software by 2017, according to Gartner's Forecast: Enterprise Software Markets, Worldwide, 2012-2017, 2Q2013 Update. Another report, Current Trends in CRM Adoption and Customer Experience from Computer Economics, found that over 60% of professional or technical service companies are using some sort of CRM. It's everywhere! Yet, we hear from clients every day who say they aren't using their systems as much or as effectively as they could be.Read More
We've been blogging like crazy about CRM. Everything from prepping your data to exporting reports for your teams.
Anyone can write about CRM. But what's going on in real life? Is anyone really cleaning and segmenting their data, loading it into a CRM and creating useful reports to inform their business decisions? Turns out - yes!Read More
CRM often goes hand-in-hand with sales. But do you realize that a CRM is much more than that? In previous blogs we discussed how CRM bridges that marketing-sales gap. It’s a record of all interactions (like marketing activities) with a contact, allowing us to track the progress of our engagements. We can see why and when potential clients become clients, and prospects become opportunities.Read More
As you’ve been reading, CRM (Customer Relationship Management) software and service packages can make an average business good and a good business great. But, as most entrepreneurs know, the wrong marketing strategy and information can break your company's bottom line. Your current marketing software and services need to give you the following 4 metrics. Without this information you will be flailing in the dark. With it, you will guide your business into greatness.
My past several blogs have focused on how to remove the roller coaster-effect from your sales forecast. Yes, it can be done - but you must focus on cleaning data, segmenting data, and creating well-defined sales stages.
As we know, it is important to work out the above processes before jumping into a software tool. Start with clean, segmented data and solid sales stages. Then - identify information fields (e.g., list source) and values (e.g., Big Conference 2014) that are important for your organization. Play with the concepts: tweak and test! Once you have a design in place, you are ready to PULL THE TRIGGER. It's time to turn your design into a real-time sales report. This will require software.Read More