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Hubspot CRM Migration Checklist (for a Hassle-Free Move)

Spiralytics

Does your company use Customer Relationship Management (CRM) Software? The primary purpose of them is to help businesses store and manage customer data, such as contact information, buying history, and customer preferences, in a centralized system. So, why choose Hubspot as your new CRM Software?

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5 Ways to Improve CRM Adoption

InsightSquared

This is quite often the case with CRMs. The excitement generated throughout the sales cycle is quickly stymied once you realize that simply flipping the switch isn’t going to generate the massive ROI you anticipated because…. In this case, step one for implementing a new CRM is to ensure your company has defined its own processes.

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Pro Tips: 5 Considerations To Implement Marketing Automation Platforms

Act-On

Yep, it’s time to switch. But switching can seem like a daunting task. The good news is that switching marketing automation platforms doesn’t need to be overwhelming, especially when you have tips on what features to look for and what to avoid. We’ve compiled our favorites to support you during the process of making a switch.

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Can you do top-of-funnel marketing automation without CRM?

Biznology

The solution, of course, is marketing automation linked to your customer relationship management (CRM) software. Fortunately for SMB marketers, CRM is becoming main stream. You likely depend upon CRM software to run your entire business. Marketing automation combined with CRM is a real benefit to sales organizations.

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7 Ways Your CRM Can Be Your Best Customer Retention Tool

SmartBug Media

Here’s a mind-boggling statistic : 76 percent of companies agree that customer lifetime value is an important metric, but only 42 percent of companies can accurately measure the lifetime value of their customers. As marketers, we know there is an inherent value to retaining customers. It’s All in the Data. Personalization.

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Why You Should Send Your CRM Your Product’s Usage Data

InsightSquared

Switching between systems is a productivity killer, not to mention that your reps’ sales pipelines become inaccurate because they don’t always know which of their leads have signed up for free trials, used various parts of your product, or if you have a self-service option, transacted. That’s far, far different than website activity.

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Level up Your Data Skills With the New CRM Analytics Release

Salesforce Marketing Cloud

The CRM Analytics Summer ’22 Release is here! The new release from CRM Analytics (formerly known as Tableau CRM) will allow you to seamlessly access, collaborate, and share insights from anywhere. Let’s take a deeper look at some of the biggest new features in this CRM analytics summer release.

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