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The current global health crisis has presented businesses with the toughest economic conditions seen for decades.
While countries work towards re-opening their economies in some fashion over time while balancing the needs of lockdown to suppress…
Looking back on a piece I wrote twelve months ago, I thought it time to re-visit our friends in the maritimes of Canada, Atlantic Data Systems (ADS). Since then, Calvin O'Driscoll and his team have been awarded Diamond Partner status . For ADS, not only…
In the last part we looked at 3 quick tips that focused on terminology, business objectives and business outcomes:
Tip 1 — don't mention CRM (if you're not comfortable with the term)
Tip 2 - the IRACIS concept
Tip 3 — problems, solutions, benefits…
Every day, small and medium-sized business owners are looking for ways to improve & grow their business. Many hours are invested in brainstorming, talking to customers and analysing competitive offerings. It is not uncommon that at some point in the process…
Continuing on a theme of what makes a successful CRM implementation, I spoke with a long term CRM Consultant, Jonathan Jack , about how he works with customers.
[David Beard, CRM Principal, Sage CRM] Talk to me about when you first meet a customer &…
My last posts have been speaking about, and with members of, our North American business, so I thought it time to move elsewhere. For this post, I am in my home territory of the United Kingdom and, for this edition, would like to share an interview I…
The previous post looked at setting objectives - let's now move on to data sets:
There are many ways that a database can be segmented but the best place to start is pragmatically marketing your product or service. Segmentation is driven by data and…
We have email and on screen notifications setup for Sage CRM 7.2.f.1 for new opportunities, new cases,and also for any case or opportunity that gets updated.
The updates work, however they seem to come through sporadically The creation of a case or…