Blog – Efficy CRM
April 18, 2017

Discover the new CRM trends for 2017 !

This year, mobile CRM will remain one of the channels favored by companies   Nowadays, Internet users promote the use of mobile terminals. A CRM is divided into 3 customer-facing branches : sales, service, and marketing. For these 3 functions, employees need real-time information and to exchange it as rapidly. […]
March 17, 2017

Send SMS to your leads and customers with Efficy CRM!

SMS is not new technology: the 1st SMS was sent in 1992, and in 2010 more than 80 percent of mobile users were sending SMS. But even with the rise of the Smartphones, the SMS continues to be a very efficient tool: – 90% of all text messages are read […]
March 8, 2017

Growing your Business : a simple To-Do list before the end of 2017 !

The pace of change calls for continuously aligning our CRM usage with corporate objectives. Below are some useful Efficy practices that may help you and your organization achieve your year-end objectives. 1/ Touch Base with Old Prospects As a rule, sales reps tend to favor orders with big pay-offs – […]
March 8, 2017

Three Tips for Selling More and Selling Faster

In today’s environment, your selling time is in short supply. That’s why Efficy’s data-centric model and protocol helps optimize this precious resource. It provides the foundation you need to automate manual tasks and manage your time more efficiently. 1/ Turn Emails into Actions Managing the volumes of emails received each […]
March 8, 2017

Getting CRM Users On-Board and Helping Through Change

Let’s face it: CRM is a journey, not a destination. Getting employees to “buy-in” a new CRM platform is no simple task. They have to get used to a radically changed environment in the form of new and altered processes, system changes, and training. To overcome barriers to adoption, it […]
March 8, 2017

Expert testiminal-Simon Whitson

Efficy is glad to invite on its Blog Simon Whitson of  In this post, Simon  explains why CRM is not just a CRM…   It’s been said that CRM is a journey, not a destination.  CRM is stranger than that, CRM is not even CRM! In this article we […]
March 8, 2017

CRM is among the Top 3 most important technologies according to B2B Marketers !

Spear Marketing Group made an interesting survey last July : according to US B2B Marketers, CRM is their 3rd most important technology ! Another interesting information is that for B2B Marketers, CRM is right now important (68% currently / 29% in the future). It means that all B2B compagnies should consider right […]
March 8, 2017

How to manage a Support Team, Efficy give you some tips & tricks !

Here is below some best practices shared by our Support Team at Efficy. 1 – Set targets to your support team With targets, the support teams always know what should be done, and will do the best to reach them. They don’t have to be too much factual, they can […]
March 8, 2017

How to be more efficient thanks to a smart email Management ?

In today’s turbulent, “I-need-it-yesterday” work environment, our emails can quickly become an on-going stream of unmanaged information that wastes our time and energy. But there’s a smarter way of handling these emails. A few best practices can make our work life easier and more productive, and help our teams coordinate […]
March 7, 2017

Preview: Efficy CRM 10 new features!

Efficy 10 has 3 main goals: – Offer a brand new CRM analytics philosophy – Simplify access to information to save time in everyday tasks. – Improve the document and project management features 1 – The new « CRM Intelligence Module » Efficy CRM 10 offers a new “CRM Intelligence Module”, which […]