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CRM Best Practices, Research Insights and Expert Opinions

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Salesforce Marketing Cloud vs Account Engagement

Looking at Salesforce marketing solutions? Here is the side by side comparison of Salesforce Marketing Cloud and Salesforce Account Engagement

The Business Case for CRM

A CRM Business Case with research findings that show the CRM financial impact to company revenues, profits and CRM ROI.

A CRM Implementation Plan to Lower Time, Cost and Risk

A proven and repeatable 7 step CRM implementation plan to reduce project risk and maximize CRM implementation results.

How to Create a Winning CRM Strategy

A CRM strategy implementation framework to increase user adoption, grow customer relationships and improve technology ROI.

What’s the ROI for CRM? CRM ROI Research Findings

Research shows the CRM ROI is 211%, on average, but can surge to 3 times that figure based on software utilization and user adoption.

CRM 2.0

The CRM 2.0 Framework is a 4-step process to get much more value from your existing CRM software investment and surge your CRM ROI.

The User-First CRM Implementation Method

The 8 User-First building blocks that deliver higher user adoption, improved business outcomes and the most successful CRM implementations.

The Future of CRM

The next generation of CRM software will transition from data management to customer relationships and a whole lot more. Here is the future of CRM.

How to Design Your CRM 360 Degree Customer View

How to create a 360 degree customer view to improve customer relationships and increase customer share, loyalty and retention.

CRM optimization — Get More Value from Your CRM System

CRM optimization best practices to increase CRM value by using more of the technology to improve user, customer and business outcomes.

CRM Selection Insights

The most powerful CRM Software Selection Insights to save time, lower risk and choose the best CRM for your business.

Design Thinking for CRM

How design thinking for CRM achieves the most important and highest payback user, customer and company outcomes.

The CRM Maturity Model

The CRM Maturity Model is a 4 phase continuum to better engage customers, grow customer share, keep customers longer and improve ROI.

How To Create CRM Governance That Works

A 4 step process to create a highly effective CRM Governance Framework — for effective project delivery and improved business outcomes.

What is CRM?

Contrary to some popular belief, CRM is not software. CRM is a business strategy to grow mutually beneficial and profitable customer relationships.

Marketing Analytics Consulting Insights

A marketing analytics consultant shares the four most important best practices to convert marketing data into marketing insights.

CRM Selection Process

A proven CRM Software Selection process to reduce time and risk and find the best CRM software for your company.

CRM Business Intelligence Best Practices

The 3 BI best practices to transform data from a byproduct to an information asset and increase customer and company financial results.

CRM Optimization — Expand CRM Value and Increase Sales Results

5 CRM optimization best practices to improve sales productivity, grow the pipeline, increase sales conversions and grow customer share.

The Importance of Measuring Customer Lifetime Value

Customer Lifetime Value (CLV) calculations, best practices and use cases to maximize top line revenues and bottom line earnings.

CRM RFP: Valuable Discovery or Waste of Time?

Most CRM RFPs fail to differentiate CRM software solutions. Here are the CRM RFP failures, fixes and alternatives to do better.

CRM Market Share Report

The CRM Market Share Report measures the size of the market, forecasts market growth and ranks the top 5 CRM vendors.

CRM Change Management

CRM change management best practices and a step by step step Change Management Framework for CRM software implementations.

Why CRM Fails

The top reasons for CRM failures, and the strategies, best practices and methods to prevent these challenges.

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