Sales relationship
Set your sales goals using 4 steps to help your SME grow quickly
The logic is overwhelming. Any business that wants to be profitable has to sell. To sell, you just need to have sales targets. In this[...]
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Sales relationship
Investing in a CRM as a non-profit organization, a must for efficient operation
For many people, the last month of the year is a month of looking back on the past year, looking ahead to the coming year[...]
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CollaborationCustomizationProspecting
Sales relationship
How can you get the satisfaction of all our customers through our CRM?
Customer satisfaction: how to get it? “Customer satisfaction” is really important these days. You’ve probably noticed it. But satisfaction is much more than a fad.[...]
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CRM toolCustomer experienceCustomer satisfactionOmnichannel
CRM technology
CRM or ERP? What are the differences?
CRM and ERP… These are two applications that are used in the company by business departments. Two solutions that centralize a lot of crucial information[...]
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CRM toolCustomer experienceCustomer satisfaction
Marketing
The customer experience at the restaurant: it’s make or break
In this week’s article, I’ll focus on the customer experience at the restaurant. We have all been to a restaurant and sometimes experienced an enchanted[...]
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Customer experienceCustomer satisfactionEmotion
CRM technology
CRM system for your company the essential tool in order to grow your business
Gartner predicts that, by 2020, poor customer experiences will destroy 30% of digital business projects. This is the moment to develop a customer-centric strategy and[...]
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CollaborationKPIProspecting
Tips & tricks
Get the best Black Friday offer from the e-commerce platform with your CRM
They are a heyday for e-commerce. Halloween, Black Friday, Christmas and New Year, these are four occasions where the consumer flocks their gifts online. As[...]
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E-mailingProductivityRetail industry
Sales relationship
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[...]
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CollaborationCRM toolDataKPI
Sales relationship
Insurance representative connected… or when digital transformation reaches the insurance sector
Digital transformation, this expression is everybody’s mind. And present in all sectors! However, it seems that the insurance sector is really aware of the need[...]
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CRM & ShopCustomer experienceInsurance industryOmnichannel
Sales relationship
How should you do to create a Phone Sales Script?
Have you ever wondered why so many sellers still choose the phone as their primary sales tool? The telephone is a two-way means of communication,[...]
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Data qualityProductivityProspecting
CRM technology
CRM and Project Management software: Why could it be an asset to use both at one place?
Customer Relationship Management software is generally seen as a tool that will help you to manage your contacts, your relations with companies, your documents and[...]
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CRM projectCRM tool
Helpdesk
Customer service and CRM: benefit for customer and employees
A good product, a competitive price, and a large assortment. Often the first things that come to mind when striving for a satisfied customer. However,[...]
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Customer experienceCustomer loyaltyCustomer satisfaction
CRM technology
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[...]
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CRM projectCRM tool
Marketing
Predictive marketing, a strategic tool for banks and insurance companies
Most of the technological trends that are linked with trades revolve around the notion of predictive marketing. We could quote machine learning, marketing automation, big[...]
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AIBanking industryDataInsurance industrymarketing
CRM technology
More revenue thanks to multilingual CRM
September 26th was the International Day of Languages. Great! But what are the similarities with a CRM? There are many. The diversity of spoken languages[...]
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CollaborationCustomizationProductivity
Tips & tricks
How can you help your client to keep on smiling?
This Saturday, October 5th is the World Smile Day. So today we’ll try to give you some insights to please your customers and keep them[...]
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Customer loyaltyEmotion
Tips & tricks
How to lose the fear of a CRM software?
To all CEOs, Sales Directors, Marketing department, IT department, and dear employees, this article is for you. Speaking with several people of different levels, and[...]
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EmotionKPISecurity
Tips & tricks
Customized training? #Daretoask
Customized training involves a contribution from you as a customer, as a future user of a CRM solution. The standard training provided by your CRM[...]
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CollaborationCRM project
Tips & tricks
I took advantage of the summer to… improve the quality of data in my CRM
As Chief Marketing Officer at Efficy, the CRM editor, I am doubly sensitive to the quality of the data that is in my CRM. Firstly,[...]
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CollaborationDataData qualityProductivity
CRM technology
CRM for SMEs : Why should you take the plundge?
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%[...]
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CollaborationProspecting