CRM Best Practices

Lead Rating, Account Ranking

CEO Has Solution for Inaccurate Sales Forecast

By CommenceCRM / March 23, 2018

CRM lead rating feature takes the guess-work out of lead qualification and produces more accurate sales forecasting.

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Commence CRM review

CommenceCRM Addressing the Needs of Small/Midsize Businesses

By CommenceCRM / February 9, 2018

CRM Radio interview discusses how Commence CRM has continued to enjoy success in this highly competitive market.

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Is CRM Software a BIG SCAM?

By CommenceCRM / February 9, 2016

So you go out and sign up for a CRM system. Three months later virtually nothing has improved. Did you get scammed by the CRM vendor? Probably not.

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3 Critical Components for Success with CRM Software

By CommenceCRM / September 5, 2014

Three critical components must be in place to ensure the success of any software implementation. Let’s take a look at each one.

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How CRM Can Help You Better Communicate with Your Customers

By CommenceCRM / April 16, 2013

Probably the number one mistake that companies make is that they think CRM is solely about their own efficiency. That’s well intentioned, but if this is indeed the only focus of their CRM, they’ve taken their eyes off the ball. Of course, the ball is the customer. Consider the following tips to keep the focus right where it should be:…

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Achieving a holistic 360 degree view of your customer

By CommenceCRM / April 12, 2013

Here is a recap of 2 recent articles discussing how businesses are using CRM analytics to get a more detailed view of their customers. Get the Full Picture Four best practices for achieving a holistic customer view. One of the main reasons businesses implement a CRM system is to gain a complete, 360-degree view of their customers. However, large enterprises in…

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Sales Best Practice #26 – Seek opportunities to be coached and mentored

By CommenceCRM / January 11, 2013

A best practice for sales people by guest poster Dave Kahle, author and leading sales educator. There is, in the world of professional salespeople, a significant group of salespeople who cringe at the prospect of someone working with them, and who shun every such opportunity.  These salespeople are more comfortable in anonymity.  They want to exist under the radar screen…

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Step Two in the Approach for Differentiating CRM Software

By CommenceCRM / January 9, 2013

You have concluded Step One of the process and have narrowed down the category of CRM solution you are most interested in.  But you are not ready to select a specific vendor or product yet and still have some evaluating to do.  Most people will spend the majority of their time testing and evaluating a product’s features and functions and…

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A Three Step Approach for Differentiating CRM Software

By CommenceCRM / January 2, 2013

This three step approach will help you to determine what CRM solution you should be looking for in just minutes.

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Don’t Fly Solo with CRM Software

By CommenceCRM / September 12, 2012

Small to mid-size businesses want to take advantage of the same technology the big guys are using for lead generation, efficiently managing the sales cycle and improving their customers’ buying experience. The good news today is that they can. Online CRM programs are affordable, easy to implement and easy to use. So why do so many companies fail to realize a return…

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