What is customer relationship management (CRM)?
CX Network
OCTOBER 25, 2023
We explain the strategies, processes and tech associated with customer relationship management
QuickBooks or a CRM? Why SMBs need to consider both
Customer Think
MARCH 29, 2024
Integrating a customer relationship management (CRM) system with QuickBooks, an accounting solution, can greatly benefit small and medium-sized businesses (SMBs). The integration can provide a centralized platform to manage customer relationships and sales processes, track expenses and generate financial reports.
CRM 
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The CRM Value Chain – an Overview
Customer Think
JANUARY 20, 2023
By Francis Buttle[1], Julie Jones[2], Merlin Stone[3] Customer relationship management (CRM) has been around for over thirty years, but there’s still widespread misunderstanding about what it is.
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The Customer Relationship Management Evolution in 2022
Customer Think
JANUARY 2, 2022
There are a lot ways the Customer Relationship Management software market continues to evolve. But from my vantage point I find the most telling evidence of CRM maturity to be based on who benefits. And over three decades I have observed a clear patter.
Why You Should Throw Out Your CRM
Totango
JULY 19, 2022
You don’t need your CRM. How Your Customer Success Platform Can Replace Your CRM. Recurring-revenue businesses succeed by nurturing customer relationships over the entire lifecycle. Attempting to retrofit your CRM to accomplish this strategic initiative is likely an exercise in futility. Yeah, we said it.
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The age of Conversational CRM is here
Zendesk
OCTOBER 11, 2022
Conversational CRM is the new way businesses are managing their customer relationships, relying on new channels (like web and mobile messaging), new technologies (like AI that goes beyond the buzz) and new methods of staying on top of conversations (like fresh interfaces designed for agents).
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Need a CRM? Consider These Tips First
Help Scout
AUGUST 22, 2023
CRM software, customer relationship management, and customer support are different but related — how do businesses know which they need, and when? Read the full article
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Top Upcoming CRM Software Development Trends to Watch Out in 2021!
Customer Think
AUGUST 23, 2021
The CRM (Customer Relationship Management system) has grown substantially in recent years to provide value for everyone in a business instead of just being a tool for customer relationship management. The right custom CRM software is […].
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The Future of CRM: Key Trends and Innovations for 2024
Customer Think
NOVEMBER 9, 2023
CRM is usually one of them for most of us. CRM or “Customer Relationship Management,” is an essential component of any successful business. You could be looking to brush up on your knowledge of or gain a deeper understanding of several terms and phrases that are used frequently in business contexts these days.
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Loyalty and CRM: Better Together
Customer Think
OCTOBER 11, 2023
Loyalty programs are just one element driving overall customer loyalty. Well-executed customer relationship management (CRM) strategies deepen the bond with customers and members through personalized, cross-channel brand experiences.
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CDP vs. CRM: What’s the Difference?
NGDATA
JUNE 22, 2023
Customer data platforms (CDPs) and customer relationship management (CRM) software have similar functions but differ in their primary purpose. A CDP is a system specifically designed to create a customer database that includes complete historical and behavioral data about the customer.
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Why using only CRM platforms can kill CX
LitmusWorld
SEPTEMBER 13, 2021
CRM vs CEM – Why using only CRM platforms can kill your CX programme Customer Relationship Management (CRM) and Customer Experience Management (CEM) may sound like they both serve the same purpose – both deal Read more… Why using only CRM platforms can kill CX appeared on LitmusWorld.
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Guest Post: How Does Software Enhance the CRM of Your Business?
Shep Hyken
JANUARY 28, 2022
This week we feature an article by Joy Gomez, founder of Field Promax , a company that helps organizations streamline and standardize their workflow, manage teams, communicate with customers, process work orders digitally, and grow their business. He shares the 5 ways a CRM can influence the customer and business part of your organization.
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Part 1: Helping Companies Build Stronger Customer Relationships
TeamSupport
SEPTEMBER 29, 2020
In November of this year, CIO Review will feature TeamSupport as a Top 20 CRM Solution. They sat down with TeamSupport co-founder and COO Eric Harrington to talk about customer support in the time of COVID and building strong customer relationships. effectively addressing these issues? Learn more about Eric.
How to Create Great CX to Improve Customer Relationships
CSAT.AI
MARCH 27, 2023
Customer relationships impact the amount of business a company does. To have these great relationships companies need to create great CX. Here are some actions that help build the kind of customer experience that makes lasting, beneficial relationships. Identify customer needs Want to know what customers need?
Unlocking the Power of the CRM Process: The 5 Steps to Success
Customer Think
FEBRUARY 23, 2024
Today, customer relationships are all about creating personalized experience, seamless interactions and building connections on an emotional plane. No wonder, why most of the interactions are unscripted and support agents reach out to the customers with an approach to connect with them, so that they can know them better.
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Braze co-founder Mark Ghermezian: “Whatever CRM is, that’s what we need to build”
Zendesk
MARCH 16, 2023
From “CRM for apps” to ideal product-market fit Once he raised his first million after a productive meeting at SXSW, there was a domino effect of investment. The term CRM —customer relationship management—is everywhere now, but it wasn’t in the early days of Appboy. This is where it’s going.”
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Why Is CRM Integration Crucial For Every Business?
Ameyo Callversations
OCTOBER 27, 2021
Customer Relationship Management (CRM) software is considered to be the heart of every growing business. The CRM software market is one of the largest and fastest-growing markets in the world. Here’s something to ponder: The global CRM market is projected to grow from $58.04 billion in 2021 to $128.97 Here’s why!
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10 Things Businesses Need To Know About Using a CRM
Customer Think
NOVEMBER 17, 2022
Managing customer relationships is fundamental for growing startup businesses. They also need to collect feedback and ensure successful customer retention. Like most business processes nowadays, customer […].
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Next-Generation CRM: New Changes in Sugar Sell
SugarCRM
JUNE 7, 2022
A Customer Relationship Management (CRM) system is valuable to an organization when its users happily run their day-to-day activities within the platform. But when six in ten (58%) marketing and sales leaders think their CRM system wastes money, organizations must adapt to both opportunities and threats.
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The World of CRM is Evolving, Are You?
SugarCRM
DECEMBER 19, 2023
In this digital age, where the heartbeat of business pulsates through lines of code and algorithms, I believe that Customer Relationship Management (CRM) stands as a testament to the rapidly evolving landscape of market conditions and customer expectations in the tech industry.
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Supercharging Your Tech Stack: The Relationship Between Your Customer Success Platform and CRM
Totango
FEBRUARY 18, 2021
In this series, we will discuss a different integration that Totango offers to help harness the powers of all of your technology platforms into one dynamic customer success platform to improve your team’s efficiency and take your customer success to the next level. But are you utilizing your CRM to its fullest potential? .
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Why Implement CRM?
SugarCRM
JANUARY 4, 2021
After completing hundreds of CRM deployments for companies in a wide array of industries, we have found that there are three primary reasons why companies ultimately deploy CRM. CRM systems are great at storing, synthesizing, and presenting information from a wide array of sources within the enterprise. Efficiency.
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Beyond CRM Contact Center Integration: Why Data Unification Is the Key to Customer Service Success
UJET
NOVEMBER 19, 2020
The API integration linking your contact center and your customer relationship management (CRM) tool shouldn’t be holding you back. API integrations are lines of code that connect two or more applications, like your CRM and your contact center. What Exactly Is CRM Contact Center Unification? Data Accuracy.
Beyond CRM Contact Center Integration: Why Data Unification Is the Key to Customer Service Success
UJET
NOVEMBER 19, 2020
The API integration linking your contact center and your customer relationship management (CRM) tool shouldn’t be holding you back. API integrations are lines of code that connect two or more applications, like your CRM and your contact center. What Exactly Is CRM Contact Center Unification? Data Accuracy.
Why Should You Automate Your Customer Relationship Process
Win the Customer
DECEMBER 18, 2015
An effective CRM system can help a business maximize the value of their customers through improving every aspect of the customer relationship. Sales , marketing and customer service departments sometimes are in competition with each other for resources and results. Better Customer Experience.
CRM Is Dead! Long Live CX!
SugarCRM
OCTOBER 18, 2021
I was listening today to one of my favorite industry podcasts called CRM Playaz , hosted by two intelligent dudes, Paul Greenberg and Brent Leary. At the front end of the show, they debated the topic of “is it CRM or CX?” Many in the (legacy) CRM industry have recast the sector as the CX industry. Here’s the gist of the debate.
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The CRM Solution You Should Really Use
SugarCRM
MARCH 17, 2022
Constellation Research evaluated over 70 solutions in the sales force automation market and leveraged information from clients, partners, customer references, vendor selection projects, market share, and internal research in order to determine the ShortList designees. SugarCRM Awarded “Best CRM Platform” in CX Today’s Inaugural CX Awards.
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B2B Customer Success and Customer Relationship Management
TeamSupport
JULY 27, 2018
Customer Relationship Management (CRM) can have many different definitions, and can sometimes cause confusion. Does CRM include correspondence before a company becomes a customer, such as sales and marketing? Drawing the line of what is and isn’t part of the CRM experience can be difficult.
Helping Companies Build Stronger Customer Relationships
TeamSupport
OCTOBER 28, 2020
This article is replicated from the November 6, 2020 special issue featuring TeamSupport as one of the Most Promising CRM Solution Providers 2020. Managing customer relationships, on the other hand, has been incredibly challenging. It is an absolute no-brainer that COVID has impacted us all.
Refreshing Thoughts on Social Customer Relationship Management
Win the Customer
JANUARY 1, 2016
Customer relationship management systems are now merging with social media capabilities enabling organizations to build stronger relationship with customers. Social CRM only makes sense as part of an organization’s overall social strategy. Examples are video’s, images and “pins” on Pinterest.
Part 3: Helping Companies Build Stronger Customer Relationships
TeamSupport
OCTOBER 8, 2020
In November of this year, CIO Review will feature TeamSupport as a Top 20 CRM Solution. About Eric Harrington Co-founding TeamSupport in 2008, Eric helped build what is now a global mission-critical business solution for managing customer support. Learn more about Eric.
The Evolution of Customer Relationship Management: A Look at the Last Five Years
SugarCRM
MAY 25, 2023
When you think about Customer Relationship Management (CRM), sales and contact management may be the first thing you associate with it. The ability to track individual customer interactions and analyze that data is a game-changer, especially in an age where customers crave a personalized experience.
B2B Customer Success and Customer Relationship Management
TeamSupport
JULY 27, 2018
Customer Relationship Management (CRM) can have many different definitions, and can sometimes cause confusion. Does CRM include correspondence before a company becomes a customer, such as sales and marketing? Drawing the line of what is and isn’t part of the CRM experience can be difficult.
Using CRM to Improve Customer Onboarding
SugarCRM
DECEMBER 18, 2020
While many businesses fall short with a lackluster onboarding program, many more are using technology solutions like CRM to help them both implement and monitor the initiatives. When put to work as an extension of CRM’s core functionality, a workflow or campaign centered around the new customer experience is a true game changer.
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49 5 CRM Features Your Company Needs To Recharge Customer Experience
Win the Customer
APRIL 6, 2017
Customer relationship management software has become an essential sales tool for businesses. The global CRM market grew 12.3 As CRM use has grown more widespread, the number of CRM options available to businesses has proliferated. The ability to manage contacts is one of the most fundamental features of CRM tools.
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How to Find the CRM That Fits Your Business
SugarCRM
NOVEMBER 8, 2021
There is so much that goes into evaluating and selecting a technology partner for your CRM solution. Understanding the quality of the vendor relationship and long-term commitment to helping your business grow are critical factors for success but are often overlooked in the evaluation process. Find a Customer-Obsessed Vendor.
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John Oechsle: How Do You Spell CRM Evolution? With 4 C’s
Bill Quiseng
MAY 8, 2017
He examines the evolution of how organizations connect with their customers and how smaller and midsized businesses are finding ways to compete for customers with larger players in their space through the 4 C’s of customer information. Oh, and don’t forget the infamous rolodex, the original CRM. Consistency.
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How to Use Your CRM to Grow Your Business
SugarCRM
AUGUST 29, 2023
Using Your CRM to Elevate Cross-Selling and Upselling Opportunities Now that we have established the two selling methods, how can you leverage those without bombarding your customers with phone calls and marketing materials and potentially losing them?
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Harnessing the Power of Generative AI in CRM
SugarCRM
OCTOBER 24, 2023
In today’s business landscape, it’s hard to find an organization that operates without CRM tools, even in its primitive forms. However, with recent technological advancements, Artificial Intelligence (AI) and Machine Learning (ML) capabilities have become infused in all sorts of tools, and CRMs are no exception.
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Why Is CRM Software a Game-Changer When It Comes to Delivering Better CX
SugarCRM
JUNE 9, 2022
This is achieved by understanding customers’ needs as they research, evaluate, shop for, buy, and use your product or service. Customer Relationship Management (CRM) has emerged as the solution for this customer-first transformation. But modern CRM has come a long way from its more modest beginnings.
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How Can a CRM Add Value to Your Organization?
SugarCRM
DECEMBER 29, 2022
In the early 2000s, customer relationship management (CRM) platforms were something only the early adopter companies had. Today, CRMs are no longer “nice to have”—they’re essential to every company’s sales success. Not sure what value CRM platforms can provide to your organization? What is CRM Software?
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The Future of CRM Software: 4 Trends Sales Leaders Will be Seeing in 2024 and Beyond
SugarCRM
NOVEMBER 28, 2023
CRM is undergoing a significant shift, driven by advances in technology and changing business dynamics. As we analyze the CRM trends predictions for 2024 , it’s clear that several factors set this year apart from previous ones. The new 2024 State of CRM Report from SugarCRM is all about that—offering a path forward.
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26 The Value of Customer Relationship Management: An Interview With Dawn Mergenthaler
Heart of the Customer
JANUARY 17, 2017
Dawn Mergenthaler has been leading CRM marketing teams for healthcare, retail, and Software-as-a-Service companies for over a decade. She works closely with customer experience (CX) professionals to understand the insights gained that can be leveraged for CRM.
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