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 and the digital transformation
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
Why you must use a CRM and a Project Management software?
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 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 holidays to improve the quality of my data
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
Marketing
Do you know the customer lifecycle?
The leitmotiv of recent years is clear: companies must improve their Customer Relationship. To do this, and to properly analyze its sales performance, you need[...]
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Sales relationship
How can a CRM help law firms to develop your business?
The use of Customer Relationship Management (CRM) technology in the legal sector is growing rapidly in Europe. The law firms need to compile information and[...]
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JuridicalmarketingProspecting
Sales relationship
Promote actions to humanize relationships
Omnichannel, new technologies, big data, chatbot… It’s all well and good, but where is the human? It is time to put it back in the[...]
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CustomizationEmotion
Marketing
You want to do some serious brand marketing? Forget ROI!
Yes, you read it right and no, we’re not suffering from a heatstroke. If you want to get you brand known, you must throw the[...]
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brandingmarketingroi
Tips & tricks
CRM User Adoption: How to be sure that your team will use a CRM?
You want to implement a CRM as you know it will help your team to save time and your company will gain in productivity. They[...]
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CollaborationCRM projectKPIProductivity
CRM technology‚ Tips & tricks
Develop your own CRM or invest in an existing CRM?
Many companies, both SMEs and large accounts, have doubts about CRM: should you develop your own software or invest in existing CRM software? We offer[...]
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CRM projectCRM tool
Sales relationship
Transforming the consumer experience into a competitive advantage
The consumer experience is on everyone’s lips. And for a good reason: it is at the heart of the customer relationship strategies. Let’s focus on[...]
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Customer experienceCustomer loyaltyEmotion