efficy blog

Choosing a CRM: the 7 red flags and 7 green flags to look out for

When selecting a CRM, knowing what to look for – and what mistakes to avoid – can make or break your project. Your CRM needs to have a clear purpose and to align with your business needs, scale, and strategy.Choose the…

European Accessibility Act: make your business compliant and open to all

Accessibility matters. It’s not only about complying with legislation, it’s about making your business inclusive and resilient. From the end of June 2025, businesses will have to comply with the regulations set down in…

CRM Call Center: The Key to Call Management

It's not the nicest thing in the world for someone to call you from a call center while you're eating, working or trying to take a nap. However, companies still do it, why? Simply because the use of CRM…

With a Sales CRM You Will Improve Your Results

Using a Sales CRM in your day-to-day life brings a lot of advantages. Some of my favourites are:The teams that use it become much more productive.The company's resources are managed more efficiently.You reduce…

What Is the CRM Strategy and How Do You Implement It?

When someone discovers the world of CRM, they are often quick to be convinced to start using it. This is normal: it brings a lot of advantages and the access prices are very affordable. Unfortunately, it is…

On-Premise CRM and On-Demand CRM. Differences and Advantages

Before addressing the main differences between one type of CRM and another, we need to answer an even more basic question: What is a CRM? Most people think that a CRM is a tool with which to centralise your…

CRM Marketing. How to Take Your Campaigns to the Next Level.

Most people who do not have a CRM in their day-to-day life do not hesitate to implement one when they discover the advantages of this type of software.  This is normal; the data is impressive: &nbsp…

Excel or CRM: What Should you Choose to Manage your Customer File?

This is a question that often comes up: should you have a CRM or is Excel enough? Initially, Excel may be useful for managing your relationships with your customers, prospects, and partners. But, over time, when your…

CRM for SMEs: Why Should You Take the Plunge?

Small and medium-sized enterprises (SMEs) around the world are the main drivers of current economic growth. They represent 60% to 70% of employment and 55% of GDP in developed economies (source: “World Trade Report…

Free CRM: Real Good Idea or Scam?

Type "free CRM" in Google and you will come across a long list of results all looking tantalizing: The 10 best free CRM software in 2019, 8 free CRM software to discover, 7 free CRM software for small businesses. My…