Adrian Swinscoe

DECEMBER 20, 2021

Today’s interview is with Justin Vaillancourt is the Chief Technology Officer and co-founder of Dooly, a CRM automation software provider that is making the use of […]. The post CRM systems are not designed with users, and particularly sales users, in mind – Interview with Justin Vaillancourt of Dooly first appeared on Adrian Swinscoe.

CRM 190

CRM Sales Technology Technology 190

Adrian Swinscoe

NOVEMBER 5, 2021

The post CRM is not just about technology; it’s actually about relationships – Interview with Victoria Wejchert of Kinship first appeared on Adrian Swinscoe. Today’s interview is with Victoria Wejchert, who is the founder and CEO of Kinship, a contact management app that makes it easy to store and act […].

CRM 190

CRM Technology Technology 190

SurveySensum

APRIL 16, 2025

Your CRM is smart. Thats where CRM surveys come in. In this blog post, were cracking the code on CRM surveys. Everything you need to convert your CRM into a data powerhouse – types, questions, use-cases, best practices, and more. What is a CRM Survey? This is how CRM surveys can help save the day.

CRM 52

CRM Customer Feedback NPS Touchpoint 52

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.

CRM 128

CRM Customer Relationship Management Customer Relationship Sales 128

Customer Think

NOVEMBER 22, 2022

In B2C environments, CRM solutions are essential to maintaining client relationships over time. Standard CRM systems in eCommerce allow you to register, track, and utilize data about customer interactions. Business owners use CRM systems to assess the big picture of their customers’ […].

CRM 136

CRM Business Growth B2C Retail 136

ECXO

MARCH 11, 2025

Example: Implementing a Customer Data Platform (CDP) can consolidate insights from CRM, support tickets, and customer feedback , creating a 360-degree customer view. Step 7: Use Technology to Strengthen CX Strategy Execution Technology enhances CX by providing deeper customer insights, streamlining interactions, and enabling automation.

B2B 306

B2B CX CX Transformation Net Promoter Score 306

Customer Think

SEPTEMBER 24, 2024

In recent years, the synergy between cloud computing and customer relationship management (CRM) has significantly reshaped how businesses engage clients and deliver services. This article delves into how cloud computing transforms CRM, explores the […]

CRM 118

CRM Customer Relationship Management Customer Relationship Technology 118

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 […].

CRM 134

CRM Customer Relationship Management Customer Relationship Customer Experience 134

eglobalis

JANUARY 7, 2025

Example: Salesforces integration of AI-driven analytics into their CRM platform stemmed from iterative testing and client feedback. Best Practices : Use feedback loops to monitor performance, adopt agile methodologies for iterative improvements, and train internal teams to ensure consistent delivery.

B2B 323

B2B CX Artificial Intelligence Predictive Analytics 323

Customer Think

JULY 30, 2024

This is where Customer Relationship Management (CRM) systems come into play. A CRM is a web based software that streamlines your interactions with customers, automates processes, and provides valuable insights. Customer relationships are the cornerstone of success. Managing the relationships effectively can make or break a company.

CRM 105

CRM Customer Relationship Management Customer Relationship Technology 105

Customer Think

MAY 25, 2023

By Francis Buttle[1], Julie Jones[2], Merlin Stone[3] The CRM Value Chain (CRM VC), shown in figure 1, aims to demystify, characterise, and conceptualise CRM. The CRM VC is made up of three Core Processes supported by five Enablers all of which contribute to CRM’s goal of driving up customer profitability.

CRM 111

CRM Sales 111

eglobalis

MAY 13, 2025

Similarly, when SAP acquired Qualtrics in 2018, it integrated the survey-based XM platform with operational data from its ERP/CRM systems, signalling the importance of marrying experience data with hard metrics. The trend is clear: contextual feedback (feedback combined with other data) is far more powerful than isolated feedback.

B2B 280

B2B AI Customer Survey VOC 280

eglobalis

JUNE 27, 2024

This process involves leveraging a range of solutions, including Customer Relationship Management (CRM) systems, Voice of Customer (VOC) programs, Customer Data Platforms (CDPs), real-time analytics systems, and other tools to track customer interactions and glean insights.

Customer Experience 490

Customer Experience VOC Net Promoter Score Government 490

ECXO

JULY 29, 2024

This process involves leveraging a range of solutions, including Customer Relationship Management (CRM) systems, Voice of Customer (VOC) programs, Customer Data Platforms (CDPs), real-time analytics systems, and other tools to track customer interactions and glean insights.

Customer Experience 380

Customer Experience Net Promoter Score VOC Government 380

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). QuickBooks CRM integration help businesses make more informed decisions and gain a deeper understanding of […]

CRM 105

CRM Customer Relationship Management Customer Relationship Sales 105

ECXO

NOVEMBER 19, 2024

Unified Customer Profiles : Use CRM systems to maintain a unified view of each customer, ensuring that every interaction feels seamless and informed. Application in CX : • Omnichannel Experience : Ensure consistency across all customer touchpoints, whether it’s online, in-store, or via customer support.

CX 296

CX Customer Experience Social Media Touchpoint 296

eglobalis

FEBRUARY 3, 2025

CRM, ERP, and marketing platforms) to create a 360-degree view of the customer. How It Helps Companies Overcome Challenges: Challenge: B2B companies often struggle with delivering relevant content to diverse customer segments.

B2B 422

B2B AI Predictive Analytics Sentiment Analysis 422

eglobalis

MARCH 13, 2025

Invest in the Right CX Tools and Technologies Provide leadership with data-driven insights by investing in CRM platforms, customer feedback systems, and journey analytics tools. Facilitate collaboration between teams by aligning goals, sharing customer insights, and ensuring seamless internal workflows.

CX 259

CX CX Transformation B2B B2C 259

ECXO

JUNE 7, 2023

Allow us to introduce our esteemed panelists and facilitator: Robert Neuwirth: An accomplished CRM expert and product owner at Erste Bank. Robert has extensive experience as a CRM campaign manager and has taken CRM into the cloud. Frameworks for measuring and optimizing real-time customer experiences.

Customer Experience 240

Customer Experience CRM Omnichannel CX 240

Futurelab

AUGUST 10, 2021

The history of the Customer Success profession dates back to 1996, when a CRM vendor, Vantive, realized that their system had a high failure rate, an issue that certainly didn’t help their quest to have 100% of their customers willing to serve as references. Marie Alexander created and led a department she called Customer Success.

CRM 246

CRM Customer Experience 246

Customer Think

JULY 11, 2024

Credit : Pixabay Customer Relationship Management (CRM) systems have revolutionized how businesses interact with customers. With the advent of Artificial Intelligence (AI) and Machine Learning (ML), CRM has become even more powerful, providing deeper insights and more personalized experiences.

Machine Learning 75

Machine Learning CRM ML Artificial Intelligence 75

Customer Think

JUNE 18, 2024

Customer Relationship Management (CRM) systems have evolved significantly over the past few years. As businesses become increasingly customer-centric, the demand for more sophisticated and integrated CRM solutions continues to rise.

CRM 75

CRM Customer Relationship Management Customer Relationship Technology 75

Smart Customer Service

SEPTEMBER 15, 2024

magazine has named its five picks in 11 categories, pointing the way forward with the best products and capabilities hitting the market in customer service, marketing, and sales. Featured on

CRM 98

CRM Sales Customer Service 98

Intercom, Inc.

JANUARY 25, 2022

A great customer relationship management (CRM) platform is at the core of every marketing and sales team’s tech stack. Why combine live chat and chatbot technology with your CRM? With Intercom and HubSpot, you can: Automatically keep HubSpot CRM records up to date. Bad data costs companies in the U.S $3T Widen the sales funnel

Sales 216

Sales Artificial Intelligence CRM Customer Acquisition 216

CX Network

OCTOBER 25, 2023

We explain the strategies, processes and tech associated with customer relationship management

Customer Relationship Management 111

Customer Relationship Management Customer Relationship CRM 111

Intercom, Inc.

NOVEMBER 28, 2018

Most sales tools are either a CRM (Customer Relationship Management) or CRM enhancers – they add a specialized functionality to your existing CRM, or they feed data into it. The six most common categories that sales tools fall under are: Customer relationship management (CRM). Customer relationship management (CRM) tools.

Sales 192

Sales CRM Customer Relationship Management Start-ups 192

ECXO

JULY 10, 2024

CRM Integration : Correlating feedback with customer profiles for deeper insights. Segmentation and Personalization : Tailoring feedback mechanisms to different customer segments. Continuous Feedback Loop : Establishing real-time responses to customer issues. Advanced Analytics and AI : Analyzing large volumes of feedback data.

Sentiment Analysis 374

Sentiment Analysis Customer Feedback NPS Net Promoter Score 374

Hodusoft

APRIL 21, 2025

Analytics Analytics becomes more sophisticated in 2025 call center solutions as AI and CRM data help you derive predictive analysis of your business, the way clients interact so you can make changes and patterns according to seasons. One can expect more consistency and enhanced throughputs.

Contact Center 98

Contact Center Customer Service Social Media Artificial Intelligence 98

ECXO

JUNE 23, 2024

This may involve investing in a robust customer relationship management (CRM) system, customer engagement platforms, and analytics tools to gain valuable insights into customer behavior and preferences. This could include CRM systems, customer success platforms, and even AI-driven tools that can predict customer behavior.

CX 358

CX Customer Satisfaction Innovation Education 358

eglobalis

OCTOBER 1, 2024

Additionally, integrating CRM systems with collaborative platforms can provide Sales and CX teams with real-time customer data, enabling more personalized and effective customer interactions. This move aimed to foster collaboration and enable teams to work toward common goals rather than being restricted by departmental boundaries.

CX 479

CX Finance Customer Journey Map Innovation 479

SugarCRM

APRIL 24, 2025

Learn More CRM & ERP for Consolidated Customer View WaterCo uses Epicor, a manufacturing-focused ERP system. But with no robust CRM in place that linked front and back-end operations, sales and service teams lacked access to meaningful customer data. Ready to connect your ERP and CRM? See the SoftwareReviews report.

Manufacturing 26

Manufacturing CRM Sales Start-ups 26

Customer Think

NOVEMBER 17, 2022

Managing customer relationships is fundamental for growing startup businesses. They need to interact with clients at various stages of their journey, from making initial contact, for example, by sending them a digital business card, to finalizing a transaction. They also need to collect feedback and ensure successful customer retention.

CRM 119

CRM Customer Retention Customer Relationship Technology 119

ECXO

OCTOBER 30, 2024

Implementing data analytics and customer relationship management (CRM) tools can help businesses tailor their offerings and communication effectively. Similarly, in the realm of customer experience, personalization is key. Customers today expect brands to understand their preferences, behaviors, and needs.

Customer Experience 156

Customer Experience Social Media Artificial Intelligence CX 156

ECXO

FEBRUARY 3, 2025

Actions You Can Take: Implement a robust CRM tool like Salesforce, HubSpot, or Zoho to centralize customer data. Leverage data to uncover patterns in behavior, preferences, and pain points, and use these insights to predict what theyll need next. Analyze purchase history to identify upselling or cross-selling opportunities.

Sales 247

Sales Customer Experience E-commerce Start-ups 247

Intercom, Inc.

APRIL 13, 2018

Today, you can take advantage of inside sales CRM tools like Close.io Modern CRM tools and social media constantly create new ways for users to interact. Luckily, CRM software offers SMS capabilities to give you a 360-degree view of all interactions directly from your laptop. Marketing metrics have an influence on sales metrics.

Sales 224

Sales CRM Social Media Customer Acquisition 224

Intercom, Inc.

JULY 15, 2021

Intercom works with your CRM and marketing automation tools to keep deals moving through the pipeline. . Keep your CRM data accurate . View other CRM integrations. Additionally, many organizations use sales touch points as triggers for entering leads into different marketing campaigns. Salesforce. Amplitude Engage.

CRM 232

CRM Sales Start-ups Innovation 232

Adrian Swinscoe

MARCH 28, 2023

Today’s interview is with Paul Greenberg, the founder & Managing Principal of The 56 Group, LLC, an advisory firm, focused on customer-facing strategic services, including CRM, […] The post As people, we don’t need personalization, we need humanization – Interview with Paul Greenberg first appeared on Adrian Swinscoe.

CRM 190

CRM 190