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How a CRM Consulting Services Firm Supports Successful CRM Implementation
Introduction Customer Relationship Management (CRM) systems are crucial for businesses aiming to streamline their interactions with...

ThinkCap Advisors
May 24, 20243 min read


Transforming Payment Solutions Business: Streamlining Customer Onboarding with CRM Consulting Services
About the Project: Over 100 reports and multiple dashboard widgets enable senior management to keep track of customer onboarding and...

ThinkCap Advisors
Apr 15, 20243 min read


Navigating CRM Demos: A Comprehensive Guide From CRM Consulting Experts
Introduction A CRM demo stands as one of the pivotal steps in evaluating CRM software, yet it often proves to be the most time-consuming....

ThinkCap Advisors
Mar 27, 20244 min read


Why it is important for a CRM Consulting Firm to be Product Agnostic
In the ever-evolving landscape of customer relationship management (CRM), businesses are constantly seeking ways to enhance their...

ThinkCap Advisors
Dec 27, 20233 min read


Crafting a Winning Marketing Strategy for B2B SaaS through Compelling Value Propositions
The role of defining a compelling value proposition for your B2B SaaS product is pivotal. As it not only sets the tone for your entire...

ThinkCap Advisors
Nov 30, 20233 min read


CRM Software for B2B SaaS Explained: Transforming Customer Relationships
The B2B SaaS Landscape B2B SaaS companies provide software solutions to other businesses, helping them streamline operations, increase...

ThinkCap Advisors
Nov 21, 20233 min read


Marketing Strategy for Fintech Companies: The Role of Brand in Fintech Marketing
Fintech companies have emerged as pivotal players in the financial industry. These innovative firms harness technology to deliver...

ThinkCap Advisors
Oct 25, 20233 min read


CRM Software for Healthcare Industry: Explained
Healthcare providers continually seek to enhance patient experiences, streamline operations, and boost overall efficiency. Customer...

ThinkCap Advisors
Sep 29, 20233 min read


SAAS Marketing Strategy - Is Sales Kit still a part of your Marketing Asset Portfolio
I remember back in the early 2000’s I used to work with our design team to churn out brochures, datasheets, case studies and press...

ThinkCap Advisors
Sep 12, 20232 min read


Our Experience - Recommending Zoho as a CRM & Business Process Automation Suite
Disclaimer: We are a product agnostic CRM consulting services firm & not a Zoho partner or reseller. The intention of this post is to...

ThinkCap Advisors
Sep 7, 20232 min read


CMO Outsourcing for B2B SaaS Companies: Driving Growth with Expert Marketing Strategy Services
The world of B2B SaaS software companies is marked by its dynamic and ever-evolving nature, where a well-executed marketing strategy...

ThinkCap Advisors
Aug 9, 20233 min read


The Importance of Identifying and Targeting the Right Customer Segments for SaaS Software
In the world of SaaS (Software as a Service), identifying and targeting the right customer segments is a fundamental aspect of a...
rahul359
Jun 16, 20233 min read


Building a Winning B2B SaaS Marketing Strategy: Essential Tips and Tactics
In the fast-paced and competitive world of B2B SaaS, building a successful marketing strategy is crucial for driving growth and staying...
rahul359
Jun 5, 20232 min read


Key metrics that can be used to measure the ROI of a CRM system
Many businesses invest in CRM systems to manage customer data, track leads, automate sales processes and customer service functions....
rahul359
May 12, 20232 min read


Streamlining Student Signup, Purchase, and Onboarding with Zoho CRM
About the Project: The implemented solution provided greater visibility across the entire lead-to-sale and engagement journey. Background...
rahul359
May 1, 20232 min read


CRM Consulting VS CRM Implementation – Key Differentiators
Customer Relationship Management (CRM) has become a vital tool for businesses to manage their customer relationships effectively. The...
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Apr 9, 20232 min read


To Fix Your CRM Software, Fix Your CRM Process
A CRM process enables a company to interact with customers, partners, suppliers, and potential customers. From brand awareness to...
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Apr 9, 20232 min read


Open Source CRM – The Other Side of CRM applications
We recently evaluated CRM software applications for a client who wanted to avoid incurring user licence costs and has a team of in-house...
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Apr 9, 20232 min read


Guide To Successful CRM Implementation – 5 Steps
According to various estimates, 50% of CRM implementations fail. Some analysts peg it as high as 70%. It’s ironic, however, that...
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Apr 9, 20233 min read


Do You Use Your CRM for Lead Nurturing
When we work with clients on CRM consulting projects, often the discussion starts around lead management, lead allocation, sales pipeline...
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Apr 9, 20233 min read


Powering Customer Communication with Salesforce Based Messaging App for Real Estate
About the Project: Customer India Based Real Estate Conglomerate Industry Real Estate Opportunity The real estate company uses Salesforce CRM system to house critical customer data but faced significant operational hurdles due to a lack of integrated communication capabilities. To overcome the challenges of disparate communication systems, ThinkCap Advisors assisted to identify and deploy a Salesforce integrated messaging solution. Solutions MCUtility - Salesforce native busi

ThinkCap Advisors
Nov 213 min read

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