CRM Optimization Insights Hub

CRM 2.0

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.

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Growth

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.

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CRM Maturity Model

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.

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Business Executive

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.

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Business Executive

CRM Optimization — Expand CRM Value and Marketing Results

4 CRM optimization best practices to improve marketing’s contribution to the sales pipeline, company revenues and the company’s brand.

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Customer Service Agent

CRM Optimization — Expand CRM to Boost Customer Service

4 ways to advance CRM software to improve customer service outcomes, including increased customer satisfaction, lifetime value and retention.

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Voice of the Customer

Voice of the Customer Design and Best Practices

A 10 step framework to implement a Voice of the Customer (VoC) program for improved customer lifetime value, loyalty and retention.

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CRM Process

CRM Automation Tools

Here are the three tools to simplify, streamline and automate CRM processes — and improve staff productivity by 15 to 34 percent.

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Business Growth

The CRM Evolution

See how Customer Relationship Management is evolving and how CRM software serves users, customers and companies.

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Innovation

Your CRM System is also an Innovation System

See why your CRM software is an ideal innovation information system and how to apply CRM data to create innovative products and services.

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CRM Implementation Roadmap

CRM Optimization Roadmap

CRM best practices and specific examples to optimize CRM software and increase business benefits and technology ROI.

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Idea

How To Get More Payback From Your CRM Software Investment

How to increase top line revenues, decrease costs, improve customer relationships and get more payback from your CRM software investment.

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